Database View Reporting

[AllenJaikkA]

Hello Everyone, 
I have this requirement to merge Task and Interaction Table. I had successfully created a database view using task, interactions and interaction related record table. My problem is to combine the task.number and interaction.number field into one unified field. One of the goal is a single report that will show task and interactions that is worked on by a specific team. Thank you so much. 

[Sarthak Kashyap]

Hi @AllenJaikkA ,

Yes it is possible with reference fields for example I created a database view between Task and Interaction where assigned_to is common field.

Where Clause for reference : interaction_assigned_to = task_assigned_to

Result

Please mark my answer correct and helpful if this works for you

Thanks and Regards 

Sarthak

[AllenJaikkA]

I was able to do that as well, but I think that will not solve the issue to make one number field contain both interaction.number and task.number

[Ankur Bawiskar]

@AllenJaikkA 

As already informed that's not possible.

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏