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Questions Adding Project Contacts to Report

 
Acumatica Report Designer
Last Post by Michelle Necaise 2 years ago
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Michelle Necaise
Posts: 16
 Michelle Necaise
Topic starter
August 2, 2023 11:18 am
(@mnecaise)
Eminent Member
Joined: 2 years ago

I'm working on creating a report that contains all of the contact information for the other trades we typically coordinate with onsite. Information would be found in the Construction module under Projects and the Contacts tab. 

I'm having trouble getting the coding to pull the correct information. Right now, it's pulling in a random contact that isn't associated with the project I am using for testing. I'm sure there is a table or relation that I am missing, but every time I make a change it gives me a new error. 

The other thing is each project could have several contacts associated with it that I would need to break out per role on the report. I would think that I could add some type of parameter for each role to pull to a different designated location on the report but want to make sure this is even feasible before I invest too much time into trial and error.

Element Properties for Contacts:

image

Current Relationships: 

image

Current String: =[ProjectContact.ContactId_Contact_displayName] 

Thanks for your help! 

Topic Tags
construction project
2 Replies
Tim Rodman
Posts: 3192
 Tim Rodman
Admin
October 20, 2023 9:18 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Try this:

image
image

 

As you can see, these top two records...

image

 

Appear on the CONTACTS tab of the Projects (PM301000) screen:

image
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Michelle Necaise
 Michelle Necaise
(@mnecaise)
Joined: 2 years ago

Eminent Member
Posts: 16
October 25, 2023 11:04 am
Reply toTim RodmanTim Rodman

@timrodman Hey Tim, thanks for your response. We ended up using a subreport with filters set based on the role value. So far this has been working like we need and has been easy to make changes.

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Tim Rodman reacted
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