Can we fetch a field value from another table when we have a report created on another table (Policy
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05-19-2024 07:56 AM
Hi Team,
Thank you in advance,
I have got requirement to make a field available on a report which is on Policy Exception table and field which needs to be available on Policy Exception table is coming from Control Objective table (By click info icon), field name is reference.
Can you please advise how I can achieve this requirement?
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05-19-2024 11:09 AM
Hi @Priya Singh 2 2 ,
You can create Database view and try to create report after that. Database view helps you to combine 2 tables and as you mentioned both the table has relationship so you can get report.
Please mark my answer correct and helpful if this works for you
Thanks and Regards
Sarthak
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05-19-2024 12:40 PM - edited 05-19-2024 12:40 PM
Hi @Priya Singh 2 2 ,
Assuming your report is of List type, in 'Configure' tab of reports, click on columns, and select the refence field and click on the following icon as shown in the below screenshot. You'll be able to see and add the required fields from the 2nd table
Please mark my answer correct and helpful if this works for you.
Regards,
Viraj Sapte
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05-19-2024 07:19 PM
@Priya Singh 2 2 In the "Columns" section, you can add the fields you want to display in the report.
- To add the field from the Control Objective table, use dot-walking. Click on the "+ Add Column" button.
- Start typing the name of your reference field (u_control_objective). This will show the fields available in the referenced table.
- Select the field you want from the Control Objective table. For example, if you want to add the name field from the Control Objective table, you will see it listed as Control Objective > Name or u_control_objective.name.
Please Mark ✅Correct if this solves your query and also mark 👍Helpful if you find my response worthy based on the impact.
Thanks