Sub-summary help

[Daniel S]

Ok, so I've watched tutorials on sub-summaries but still can't seem to get how they work. When I create a layout with sub-summaries, it either lists every record or just one. I'm assuming since I'm using FM 11 Adv, I am automatically using live sub-summaries so they work in browse mode.

Attached is my simplified project. I want to list the violations for the inspection they are associated with. Inspections and violations is a many-to-many relationship.

Inspections.fp7.zip

[efen]

Like the attached?

Inspections1.zip

[dsghs]

Like the attached?

Yes! but I only need one inspection reported at a time. I don't need them all listed :/

ie. Inspection #1 with all the violations related to inspection 1 (but not inspection 2 or 3)

[Daniel S]

I feel like I'm missing something. Sub-summaries surely weren't created to just list every single record in the database. There has to be a way to separate the lists... right?

[bcooney]

You simply need to add a find. I mentioned this to you in another thread. have a look at Go to related records script step.

[Daniel S]

You simply need to add a find. I mentioned this to you in another thread. have a look at Go to related records script step.

Great! So I added a gtrr button and it goes to the Report Layout list view which doesn't show the sub-summary part. Form view does show the sub-summary part, but only lists one violation at a time.

If I had multiple inspection reports I wanted to print off at one time (not all, but a selected group) then do I still use sub-summary? How (or can I) use sub-summary and listview?

Inspection.fp7.zip

[bcooney]

Daniel,

From what I've read, you have multiple Inspections and for each multiple Violations. To print an Inspection form, you design a printout from the "child" table of Violations. You place the parent Inspection fields in either the header or in a sub-summary part, and the individual violations in the body part.

Subsummary reports are a type of list view. Anytime you are seeing more than one record at a time, you are in a list view (or table view).

The records that are included in the subsummary report are the result of the last Find operation. If you are interested in just one Inspection's data, then you could use Go To Related Records (Inspection>Violation) by InspectionID using the sub-summary layout. This will "find" only the related child violation records for that Inspection.

However, if you want more than one Inspection included in the subsummary report, Find in the Violations table directly. To Find multiple Inspections, you'd specify the InspectionID on separate Find Requests, then Perform Find. Perhaps a dedicated Find layout based on the child table would be helpful. This'll help you find by any field in the Violation child table (date range, Inspector, InspectionID, property..). After Finding, return to the sub-summary report layout. If both the Find and Sub-summary report layouts are based on the same table occurrence, the found set will be maintained when you switch layouts.

hth,

Barbara