embedded report to show related emails, how to match on subject?

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I'm working on large sollution around project management.
Apart from all activities that happen in the QB-app there is of course a lot seperate of email going on.


I like to create an embedded report in a projectform that shows all related emails about the same project. (I'm talking about a potential of 100's of emails per project).

In the project table there is a field that creates for each project a unique projectID.
I've also created a table that has an exchange connection which reads all emails perfect.

What I want to achieve is to show all related emails for a particular project based on the fact that the projectID is written in the email subject.

I have a relationship projects (one) to emails (many) and the field projectID is the lookup field.

I have created a report on the table emails with a filter:
Subject | contains |  the value in field | Projects_ProjectID.

That doesn't work which makes after all sense as the relation between the email table to projects is still empty.
The records on both sides are not connected and are created independantly.
'assigning' each imported email to a projectID manually is due to quantity impossible.

How can still use the value in Projetc_ProjectID as a filter value in a email report?

Thanks 
 
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Jan-Willem

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Posted 1 year ago

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QuickBaseCoach App Dev./Training, Champion

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Don't filter your report.  The "filtering" happens in the setup of the Report link field itself.

There is a checkbox to specify if you need an exact match.  

"Only include values if they match exactly in both fields"

Uncheck that.  
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Jan-Willem

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:-(   Nope .
Either I do something wrong , or my setup is different as you have understood.
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QuickBaseCoach App Dev./Training, Champion

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Can you tell me the left and right fields on the report link field setup and confirm that your report has no filters?
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Jan-Willem

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Oeps..spoke too soon.  RESPECT man! you do know your stuff!!!
I tweaked a bit with the Field relationships, now it seems to work better.
I think you pointed me indeed to the sollution and learned me something again.

Let me do some more tests and scenario's to get all the backgrounds to this.

TXS
(Edited)
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QuickBaseCoach App Dev./Training, Champion

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Wonderful,
It's very a very powerful tool that you can make that work natively.