Solved: View Reference Rows from Multiple Rows in the Pare... - Page 2

elenaallen · 06-18-2022 10:21 PM

Hello!

I have a Case table (parent) and a Case Work table (child). I am trying to generate a single table view of Case Work that displays the rows from multiple selected Cases.

The intended workflow is that users would identify Cases using the built-in search, then (through an action?) would view a table showing all the Case Work associated with these cases. This would then be downloaded as a CSV (or pushed to a new sheet through an apps script) to generate reports.

I want something like,

LINKTOFILTEREDVIEW("Case Work", ([Case Number] = [_THISROW].[Case Number]))

except [_THISROW] should be the set of Case rows currently viewed.

I'm not sure how to access the list of rows that are being viewed by the user. I've also tried approaching this with a bulk action, but no luck so far.

Thanks in advance, the help on this forum is incredible!

Joseph_Seddik

Hi Elena,

One way is to use a dashboard with:

a detail view on a single-row table with Quick Edit, this will be your homemade search bar.
a slice view with a row filter condition depending on the value entered on the homemade search bar.

You can even have multiple search bars to refine the slice contents based on additional criteria.

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View Reference Rows from Multiple Rows in the Parent Table