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CrossLinked Reports

1,102 bytes added, 15:55, 6 September 2015
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The linking is done usually by putting a "CrossLink" type field in the second form. i.e. a "Basic - Campaign Listing" type or "Basic - Campaign Search"
 
 
 
== Background ==
 
 
CrossLinked reports would be considered an advanced setup report due to the complexity of the options available. Cross Linked campaigns allow you to associate children records to parent records. There are many instances where a Parent and Child form are linked. Examples include:
 
 
For HR training records
* Parent = Staff Member
* Child = Examination result
 
For Case management
* Parent = Customer
* Child = Case
 
For Order management
* Parent = Order
* Child = Order Item
 
For Billing management
* Parent = Client
* Child = Work Tickets
 
 
In each of these scenarios there is a parent form. In the second form a “Cross Campaign” type is added. Setting up linked databases in BE is easy using the “Basic – Campaign Search” and “Basic – Campaign Listing” types when building databases. This question type is linked back to the parent form. Records added to the child form are associated with a parent record.
 
 
It becomes important then to be able to look up a parent record and display all the relevant children records.
This report is called a Cross Linked report.
 
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