Display subform's report in parent form's report

Display subform's report in parent form's report

Requirement  

When the user views a particular record in a report that has subform, the values in the corresponding records are also shown.

Use Case  

An order management application contains two forms: Customers and Orders. The Customer s form is used to store the details of the customers. The Orders form is used by a cashier or an accountant to place an order. Every order is linked to a customer, whose details are entered from a lookup field in the Orders form. The Products form holds the inventory. When a record is clicked, the detailed view of the record will show the customer's other details, such as their phone number or address.

See how it works

Steps to follow  

1. Create the below forms with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
Customers
Customers
Name
Customer Name
Customer_Name
Email
Email
Email
Phone
Phone
Phone_Number
Orders
Orders
 
Lookup (Customers)
Customer Name
Customer
Date
Delivery Date
Delivery_Date
Subform
  • Single Line
  • Number
  • Currency
  • Currency
Order Details
  • Product Name
  • Quantity
  • Rate
  • Sub-Total
Order_Details
  • Product_Name
  • Quantity
  • Rate
  • Sub_Total
 
2. Select the All Orders report and click Detail View. Select the second layout under Layout.
 
3. Under the Configure Fields slider, click Add Related Block. This will list all the relationships and subforms of/in the Order form. From the list, select the Order Details subform.
 

This will display the subform's report in the corresponding detailed view of the parent form's report.

See how it works                     

 

Points to note            

  • Lookup forms are automatically added in the detailed view of the report. If lookups are added inside a subform, those records are automatically added in the detailed view of the report. Subforms can be added manually. Please note that by default, two lookup and/or subform blocks are added. Further customization can be achieved using this feature.

  • The detailed view of the related form can be configured according to user requirements. Click on the added block and select the required layout from the options displayed at the top.
  • Additionally, the fields view can also be configured. For example, instead of address, geo - coordinates can also be displayed and this can be configured to be click able. Clicking these will open the map with the corresponding address, enabling calculation for routes, distance, etc. Read more about customizing the detail view here.
  1. Set detail view layout