Embed Unrelated Report
Hi All, I've got a table that's used as a scheduler so I know who is available and when. The assignments table is related to that table, but the parent table is the schedule table because one perso...
Forum Discussion
Hey Mark,
Sorry, I don't follow. I'm looking to put the schedule report on the assignments table, so for the report link field wouldn't the left field be the date of the assignment and the right field be the date of the schedule?
Although, that's how I have it now, with an unfiltered report, and it's blank.
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Daniel Johnson
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Sorry, I don't follow. I'm looking to put the schedule report on the assignments table, so for the report link field wouldn't the left field be the date of the assignment and the right field be the date of the schedule?
Although, that's how I have it now, with an unfiltered report, and it's blank.
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Daniel Johnson
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For some added context, I have a button on a report that when clicked changes the date of the assignment to today and then opens the record in edit mode. Still no values in the embedded report, even after refreshing the page because I thought maybe doing it with the API_EditRecord right before opening the report was why I wasn't seeing anything.
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Daniel Johnson
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Daniel Johnson
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- MarkShnier__You
Qrew Legend
I'm not really understanding your tables and relationships no and I have to jump into a call now, but the gist of it that if any two fields match on any two tables and you are using and unfiltered report on the form, then the matching records will display. The field on the left is a field from the record you are on. The field on the right is the target table for the embedded report.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- Hey Mark,
On the schedule table contractors add their schedule each day they can work and a plain date field captures the date. One date + one contractor = a schedule record. The assignments table is related to the schedule table with the schedule being the parent. When an assignment is made, a pipeline looks at the date of assignment field (just another date field, not date/time) and the user it's assigned to and matches those two fields to that person's schedule for the day and passes that record ID back to the assignment in the Related Schedule field. That's done because this work is transcription work, and contractors might be able to work on 80-minutes of audio in one day and I need to know how much I already assigned them for each day.
So, what I'd like to show in the assignment form is all the records in the schedule table whose date is the same as the date of the assignment. I thought that's how I had it setup. Let me know if you think I'm missing something.
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Daniel Johnson
------------------------------- Well, as is the case 95% of the time, the computers figured out we were talking about them and got their acts together! I don't think I changed anything, but it's working now!
As always, thanks for replying here Mark!
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Daniel Johnson
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