Create a report link on a form that automatically filters report based on the value in a field on the same form | Discussions

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Create a report link on a form that automatically filters report based on the value in a field on the same form

  • 1.  Create a report link on a form that automatically filters report based on the value in a field on the same form

    Posted 02-07-2018 03:28
    I want to add a Link on a form - not sure how to do that but larger problem is I have no idea how to tell Report to look at this field on the current form and run a report based on or filtered on that value.
    Table Poles and Table Permits, both use an Application # that lives on Applications Table. Poles is related to Applications via this Appl# and Permits is related to Applications via this Appl#. Many Poles can have this same Appl#. If I'm on the Permits record and I want to display all Poles with this same Appl# without user typing anything, just the database looking at the value of the Appl# on the current form and ideally embedding a report displaying all Poles that match the Appl# or at least opening a report that filtered on the value of Appl# on the current form.


  • 2.  RE: Create a report link on a form that automatically filters report based on the value in a field on the same form

    Posted 02-07-2018 05:42
    If you want to have a simple embedded report, just make a Report Link field Type. That field type will run any report in any app in your Realm and introduce an additional filter.

    So just configure the left field in the report link field properties to be the [Appl#] and then navigate to configure the right side matching field to the correct table and correct field.