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.
Steps to follow
|
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
|
Order Details
|
Order_Details
|
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.
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