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Journeyman |
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 |
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Marketcircle Team |
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. |
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Journeyman |
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 |
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Journeyman |
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 |
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Journeyman |
Is there an example of this?
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