I am building a layout to produce Estimates to send to Clients.

I have successfully built an "Estimate Worksheet" layout (in the context of "Estimate", with a portal based on the table "EstlimateLineItem"). This is working fine, with fields from related tables populating properly.

Now, I want to build a layout to print/pdf the estimate (Printable Estimate)

I have built in the context of the table EstimateLineItems, in the List view -- I assume this is the correct method. All the records are showing as expected.

However...

I have put fields from my related Client table (ClientName, ClientAddress, etc) in the Header part.

I have put fields from my related Estimate table (EstimateDate, EstimateID, etc) in the Header part.

I have put fields from my related Estimate table (Subtotal, TaxAmount, GrantTotal, etc) in the Leading Grand Summary part.

None of these are displaying any of the data.

I even moved the fields around in different layout parts to see if it might work.

I've even tried mimicing Estimate/Invoice Starter Solution layouts.

All of these things are not working, or even helping me understand what I might be doing wrong.

Can anyone help....?

Thank you very much.

Sounds like its all about relationships.

Make sure the related fields are truly from a related table AND the relationships are valid under the context of the layout.

Thank you IdealData,

I thought I had the relationships there; but I then I tried configuring therelationships but now based on the Anchor-Bouy method, and it worked very well.

I'm still not sure why the other way didn't work, but I'm very tempted to stop thinking about it.

Thank you again.