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Show unique parent records for current user

  • July 8, 2024
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EmberKrumwied
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Looking for a way to show a summary type list of items. In my application I have a Projects table and a Time Entries table. Projects can have many Time Entries.

I also have a Team Members table. A Team Member can have multiple Time Entries.

I'm trying to create a summary type report which would show the Current User a list of all Projects to which they have logged any time. I do not want to view each of the individual time entries, but just a list (non-repeating) of the project name.

Example:

Time Entries (table)

Team MemberDateProject
Bob Smith7/1/2024Project A
Bob Smith7/2/2024Project A
Bob Smith7/1/2024Project B
Bob Smith7/2/2024Project B
Sally Jones7/1/2024Project A

Report would then Display:

Bob Smith
Project A
Project B
Sally Jones
Project A

Best answer by EmberKrumwied

Apologies for not being clearer or holding a greater understanding of the application. I was stuck in the mindset that I needed to create a Summary field (via table-to-table relationships). I had previously attempted an actual Summary Report, but the results I was getting only showed a total number, not the names. I believe I have created a Summary Report that gives me the essence of what I am seeking. It is built summarizing (by distinct count) the Related Project field. It is then grouped by my Project Name field then by Related Team Member. I should now be able to filter this report so that the results will be based on the current user. I do wish I could not show the distinct count column, but that is a small issue.

MarkShnierYou
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You should be able to do this by making a summary report in the Time Entries table.   Also, if you do in fact want to limit the results to time entries for the current user, and you have a user field on the time record for whose time it is, then you can add a file term to the summary report for there the Team Member userid is the current user


EmberKrumwied
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  • July 9, 2024

I started playing around with adding a Combine Text Summary field on the Project record which shows me the name of each Team Member that logged time to it. I can also create this field in the Team Member table, but then the trick will be to then, hopefully/somehow, to pull that field result apart so that each of the unique results can be turned into hyperlinks (back to either the Project record or the Team Member record).