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Journeyman
Picture of GDJacobs
Posted
Ok, Maybe I'm missing the obvious:

Is it possible to insert form data into a report and how?

More specifically, I would like to insert data into an estimate from a form that is attached to the opportunity. Am I wasting my hunting for the right combinations of object relationships? I have found the Report/Object/Opportunity/Forms... but it gives me the "Average, Maximum, Minimum, Sum" which I have yet to delve into.

Any ideas?

Also, is there a quick way to insert an item that is a percentage of the total. (trying to insert a payment schedule)


-GDJacobs
 
Posts: 50 | Location: Rochester, NY | Registered: June 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
When you see sum, avg etc... you are looking at a 'to-many' relationship (multiple things). So you need a nested table.

On that nested table, you specify the data source as a 'forms sub array'. When the inspector comes down, you specify which form and how many.

You have to be careful when you use a 'forms sub array' because it can only work in a nested table where the parent is either Opportunity, Project, Contact, Organization or Group.

Hope this helps.
 
Posts: 826 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
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AJ,

I followed you all the way to the parent being correct.

I think this is where I get stuck. In a nested table, how do I make sure the object's parent is correct?


-GDJacobs
 
Posts: 50 | Location: Rochester, NY | Registered: June 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
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I guess I would like to see an example report that I can poke around in.

I found that this was the best way to learn the report layout tools.


-GDJacobs
 
Posts: 50 | Location: Rochester, NY | Registered: June 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
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Is there an example of this?
 
Posts: 75 | Location: Devon, UK | Registered: September 04, 2007Reply With QuoteEdit or Delete MessageReport This Post
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