Forum Discussion

Qrew Captain

2 months ago

Show related records

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 form...

Forms

MarkShnier__You
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.

MarkShnier__You

Qrew Legend

2 months ago

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.
  - CarolMcconnell
    Qrew Captain
    2 months ago
    Thank you so much, that did the trick.