Method:Classic General Q&A

Re: Creating a Report with Customer as Master Table

handcrafted — Thu, 27 Jan 2011 17:01:30 GMT

Thank You! Worked Beautifully!

Re: Creating a Report with Customer as Master Table

Method_Michael — Wed, 26 Jan 2011 14:22:44 GMT

Bryan,

Mark was spot on with his answer. To add a linked fields to the activity table follow the steps below:

1. Go To Customize > Tables / Fields.

2. Edit the Activity table

4. Select Add a Linked Field

4. For Link Using select Entity (Entity is a special table the contains Customers, Vendors, Employees)

5. Now select the field you wish to link (Add) to the Activity table.

These added fields can now be used on screens and reports. You can also watch the following webinar http://www.methodintegration.com/resources/webinars/2009-07-22CommunityWebinar2_GettingstartedwithTablesandFields.wmv

Mark- Thanks for helping a fellow Method user :).

-Michael

Re: Creating a Report with Customer as Master Table

handcrafted — Wed, 26 Jan 2011 14:08:38 GMT

Hi Mark,

So, I don't think I have seen a webinar discussing how to link fields between tables. Can you briefly describe how to do that?

Bryan Hand

Re: Creating a Report with Customer as Master Table

LaCrews — Wed, 26 Jan 2011 12:48:37 GMT

Hi Bryan,

In this case you'll use the activity table and activity job items table as the report child table. Your customer info is a field(s) in the activity table. If you need additional customer info, you'll need to link those field(s) via the customer name in the activity table.

Creating a Report with Customer as Master Table

handcrafted — Wed, 26 Jan 2011 01:41:21 GMT

He guys,

I am in the process of creating my work order templates in report designer. One thing I can not figure out is how to bring certain fields into the report from 3 different tables. The three tables I need are Customer, Activity and Activity Job Items.

If I choose Customer as the master table, I am only left with the Activity table but no activity items.

Any help would be great!

Bryan