Possible to embed report in a form which lists all records in child table?

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My 'Add/Edit' Project form contains an embedded report for all related child Tasks.

I also want it to contain an embedded report for all records in the Tasks table that are not marked 'done' (not just tasks related to the project).

Can this be done natively?

Thank you!

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Posted 3 years ago

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dwhawe, Champion

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Here is how I have done this.  There may be a better way but I'm not that swift.

Create a new field in both tables.  Name it something easy to find that is descriptive like:  Task Report Trigger

Make both of your "Task Report Trigger" fields (one in each table) a formula numeric field and make the formula simply 1 so they will both have a value of 1 in every record.

Then in your Project table, create a report link field and make it so the Task Report Trigger field matches the Task Report Trigger in the Tasks table.

If you do not have a report in the Tasks table for all records not "Done" then make one.  Then go to the Form Properties of your Add/Edit Project form and make the new report link field utilize this report.