I have a table that could have multiple records where the member id# is the same. I would like to display these additonal records on the form of each record that is related. I am using the new forms and tabs. I want to display the records on a tab. I was thinking it would be done by a summary report but I can't see how I can filter that summary report to match on the member id#.How would I go about this?Thanks

OK, no problem,Just make a new field of type Report Link. Configure the left side with the Member ID# field and then on the right side navigate to your app, and then locate that same field on the long list. CTRL-F may be useful and watch out for a popup blocker. Then use that in Report Link field on the form setup for that report.Just FYI, the embedded report is going to include the record you are sitting on, there is no way around that.

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MarkShnier__You
Qrew Legend
2 months ago
No problem,
No problem,
The new form set up for embedded child records is a little bit different than it was on Legacy Forms
First, you just put a regular Table report on the form by adding a report element to the form. This will be an unfiltered report, but with the columns and sort that you want. And then further down on that panel it will allow you to select a report link field to filter the records so that you only get records for that parent.
- CarolMcconnell
  Qrew Captain
  2 months ago
  These would not be child records. These are all on the same table. So they are all parent records, they just happen to have member id in common.
  - MarkShnier__You
    Qrew Legend
    2 months ago
    OK, no problem,
    Just make a new field of type Report Link. Configure the left side with the Member ID# field and then on the right side navigate to your app, and then locate that same field on the long list. CTRL-F may be useful and watch out for a popup blocker. Then use that in Report Link field on the form setup for that report.
    Just FYI, the embedded report is going to include the record you are sitting on, there is no way around that.

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