Use this procedure to define the relationship between a context eForm (the one the report is based on) and a target eForm (the one you are pulling data from) when adding a Remote or Advanced column to a tabular report. This ensures the correct data is retrieved.
Prerequisites
You must have the Admin or appropriate Approver role with permissions to edit the tabular report and its underlying eForms.
You must be editing the tabular report where you want to add the column.
Steps
Select or Create a new Remote or Advanced column in your tabular report.
In the column configuration, select the target eForm you wish to pull data from.
Define the relationship between the context eForm and the target eForm based on the type of connection required:
| Relationship Type | Description | Action/Expected Result |
|---|---|---|
| Parent Relationship | The target form is the parent of the context form. | The system automatically suggests the relationship field based on the parent-child structure. |
| Child Relationship | The target form is the child of the context form. | You will need to select the specific linking field (e.g., the field on the context eForm that links to the target eForm's ID). |
| Arbitrary Relationship | The forms are not directly parent/child but can be connected by matching fields. | Set a filter where a field from the context eForm equals a field from the target eForm (e.g., x field from context eForm = y field from target eForm). |
Complete the rest of the column configuration (e.g., select the specific field to display from the target eForm, apply aggregation if needed).
Save your changes to the column, and then Save the tabular report.
Below are some of the common relationships used in tabular reporting.
Results / Validation
The newly added column will now display data pulled from the target eForm, correctly filtered based on the defined Parent, Child, or Arbitrary relationship.