Embedding report from another relationship

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I have a parent table Projects which has two child tables, Cost and Variations.  The cost table has a child table. Trades.  where I record trade level cost. 

As users need to view trade level costs when they are raising a variation, is it possible to show a report from the trade table?  This effectively child of child table of the parent table. 

 

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Arshad Khwaja

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Posted 3 years ago

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A Report link field can in fact basically run any report from any table in any app, even if there is no relationship.  All it really does is to run a specified report with an extra filter.

The extra filter is supplied when you set up the Report Link field and create the matching pair of fields from the record you are sitting on and the target table for the report.

Soooooo, this is easy.

The matching field you need is the [Record ID# of the Project].  So do a lookup of that field down to the Trades Table.  

Then on the Variations Table create a Report link field and configure it to match the [Related Project] field with the [Record ID# of the Project].

But I do think that an obstacle will be that the Report link field will not display in add mode.  You will probably need to save the Variations record before it runs the report to put the results in the form.
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Arshad Khwaja

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Thanks so much.  It worked very well.  I can actually see the report even before saving the record when I try to add a new variation from projects table. . On a slightly different note but relevant to this, I thought I saw a setting somewhere that allows the parent record to be saved automatically when user is adding a child record. Any idea where is this?
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OK, so maybe that was a recent enhancement to QuickBase to show the embedded table in add mode.  Thx for letting me know.

As for that auto save its so useful arguably it should default that way.  The setting is on the Parent table in Advanced Settings

"Save parent record automatically when a child record is created"
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Arshad Khwaja

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As usual mark, you are fantastic.  I wish I could spend some time with you to learn from you. Still a novice.