Help with creating a database view

paulc1974
Tera Expert

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: 

paulc1974_0-1727194259486.png

 

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:

paulc1974_1-1727194425361.png

Any advice on what to do next?

 

Thanks

 

Paul

 

1 ACCEPTED SOLUTION

Brad Bowman
Kilo Patron
Kilo Patron

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.

BradBowman_0-1727195469554.png

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.

 

View solution in original post

3 REPLIES 3

Brad Bowman
Kilo Patron
Kilo Patron

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.

BradBowman_0-1727195469554.png

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.

 

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.

You are welcome - I did that at first too as it seems like a good choice!