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09-24-2024 09:15 AM
A database view may not be the answer but basically I need some advice. I need to create a report/dashboard for 1 particular department so that they can keep an eye on all cases for customers who subscribe to a particular service. The service_subscribe_company table has the information on the company and the service offerings. I need to be able to show all open cases for companies/accounts who subscribe to a particular service offering. As I cannot dot-walk I was thinking that I'd need to create a join between the service_subscribe_company and sn_customerservice_case tables but i'm not having any joy. View configured as per below:
And when I try it, it does return plenty of records but the case column is blank instead of the case number with the hyperlink to view the case details. If I hover over where the hyperlink should be, I see the case summary. If I click the "i" it just shows the below:
Any advice on what to do next?
Thanks
Paul
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09-24-2024 09:32 AM
It's not clear if you've done this - configure your list layout to include the Number field, and any other relevant fields from each table rather than whatever is there initially.
The Where clause looks fine. If you're not using a left join, then it doesn't matter which table the Where clause is on, or which table is to the left of the = in this case.
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09-24-2024 09:32 AM
It's not clear if you've done this - configure your list layout to include the Number field, and any other relevant fields from each table rather than whatever is there initially.
The Where clause looks fine. If you're not using a left join, then it doesn't matter which table the Where clause is on, or which table is to the left of the = in this case.

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09-24-2024 10:19 AM - edited 09-24-2024 10:20 AM
Ah man, I had the "Case" column added but not the "Number" d'oh!. You're right, adding the number was what I was missing. I'll crack on with the other relevant columns now. Thanks a million Brad.
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09-24-2024 11:09 AM
You are welcome - I did that at first too as it seems like a good choice!