show child records with same parent

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  • Updated 4 months ago
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This has probably been asked before, but I can't find exactly what I'm looking for.

I have a parent table, "Clients." Each client can have many "Cases" (child table).

When I'm looking at a Case, I want to see an embedded report of other Cases with the same Client.

Is this possible?
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Sarah Clark

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Posted 4 months ago

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Np
Husky dogs love to pull dog sleds. Similarly report link fields love to run reports on forms. So just create a report link field on the child table.

Set the left field in the configuration to be related client. And similarly set the right field in the configuration to also be related client. Ie the exact same field.

What these children have in common is that they have the same parent.

The only thing you won’t be able to accomplish, is that the report link report will include the very record that you’re sitting on. There’s no way to suppress that.
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Sarah Clark

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As always, you are a genius. Thank you so much.