OK so I have multiple tables... we call jobs "Opportunities" - these require a "Layout" and sometimes they result in a "Loose End". So each "Opportunity" can have multiple "Layouts" and "Loose Ends"
Opportunities < Layouts
Opportunities < Loose Ends
There is currently no relationship between "Layouts" and "Loose Ends".
What I'm trying to achieve is to be able to build a report that will show me, per opportunity, who did the layout (that's a field that's selected on each record) and how many loose end records there are. (who made the most mistakes)
I can get the # of Loose end records, but I can't seem to pull up that field for who did the layout. It should all be associated to the parent "opportunity" record. I've toyed with creating a relationship between Layouts and Loose Ends, but I can't seem to get them to connect properly, i.e., that the opportunity is the common record between them. Maybe I'm going about it incorrectly. Any input out there?
Question
Trying to connect tables to consolidate info on a report
+10If you are trying to float a text field up from the Child layout to the Parent Opportunity, then you can use a combined text summary field.
Are you asking how to float up Unique occurrences of text data from children up to a Parent? Just try it. There is a new field type called Combined Text Summary field
If that works but you do not like the bubble appearance, then there are a variety of formulas to turn that field into text and use any character is a separator. For example, this one will turn it into a vertical list.
var text CombinedText = ToText([My Text Concatenation Field]);
var text RemoveSpaceAfterSemiColon =
SearchAndReplace($CombinedText, "; ",";");
// substitute new line for semicolon
SearchAndReplace($RemoveSpaceAfterSemiColon,";","\n")
var text CombinedText = ToText([My Text Concatenation Field]);
var text RemoveSpaceAfterSemiColon =
SearchAndReplace($CombinedText, "; ",";");
// substitute new line for semicolon
SearchAndReplace($RemoveSpaceAfterSemiColon,";","\n")
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