I have two tables, Labor Invoices and Labor Inv Lines, related such that a Labor Invoice has many Labor Inv Lines.
In the Labor Inv Lines table each labor invoice line has a project manager assigned to it who needs to approve the labor invoice line. For the purposes of this question lets say that project manger is a User Field.
In the Labor Invoice table I would like to create a field that contains all project manager Users via a User List Formula in the Labor Inv Lines table ( consolidated list of project manager Users that still need to approve a line on that invoice ). So far I have found that this does not seem possible with a Summary field which would have been very easy. I have been unable to find a working solution.
The ultimate goal is to have a report in the Labor Invoice table that uses the list of Users from the labor invoice lines table to flag project managers that have labor invoice lines awaiting approval. Once a project manager approves their portion of the invoice ( associated labor lines on the Labor invoice that only that User is assigned to ) it falls off their report.
I am unable to just create the report in the Labor Inv Lines table as we attach the Invoice PDF as a file attachment on the Labor Invoices table and QB does not allow links to file attachments that I am aware of. Additionally, dragging applicable project managers into the labor invoices allows for them to grid edit the summary report of labor invoice lines and allows for a quick way to edit\approve applicable lines to them and also have the applicable attachment Invoice PDF open for reference.
I appreciate any suggestions. Thanks!