Reports error: can't pull in data from another table

MEC
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Hi!

Iโ€™m trying to make a report that pulls in data from โ€œClient profileโ€ table based on a reference id from โ€œApplicationโ€ table. When I try to save the workflow, the below errors occur. I believe you can use dereferencing in reports or canโ€™t I?

Thanks in advance.

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Try this.

Go to [Reference Id] field setting which should have been set as REF type.
Turn on โ€œIsPartOfโ€ setting.

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17 REPLIES 17

Try this.

Go to [Reference Id] field setting which should have been set as REF type.
Turn on โ€œIsPartOfโ€ setting.

MEC
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@tsuji_koichi thank you. It worked but not fully i think? The error is gone but there was no data fetched. Please find the below snap shot of my template.

and hereโ€™s the result

Thank you for your help in advance.

Good. One step ahead.

As far as Appsheet returns NO error, expression should be working fine.

I just suspect there is no [Reference Id] value being selected for this [Full Name] for โ€œDaria Gagarinโ€. Are you sure there is value for Reference Id for the row of Daria Gagarin?

Wonderful! You are right! All good now! Thank you so much for your help!

Good to hear you solved problems.

MEC
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Hi @tsuji_koichi or anyone whoโ€™s free to help, sorry but I have encountered a problem again. Iโ€™m trying to pull in data from another table aside from my โ€œClient profileโ€ table. My table where Iโ€™m pulling the other data from is called โ€œEmploymentโ€ table with the same reference id. Please see the below error.

My report expression looks like the below.

Any help would be appreciated!

Thanks.

[Employment] field seems to be ref type, reference to child table and rows.

So you need to put deref expressions for address, Company name, job title , years in service, montly net pay.

[Employment].[Company name]
[Employment].[Address]
cont.

MEC
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@tsuji_koichi Hi. Actually, โ€œEmploymentโ€ table is like the โ€œClient profileโ€ table and has the same reference id from โ€œApplicationโ€ table. The Reference Id โ€œIspartofโ€ of the โ€œClient profileโ€ and It wont pull the data from โ€œEmployment tableโ€ so I had to create another columns as Id for my different tables and turn on โ€œIspartofโ€ but unfortunately appsheet doesnโ€™t allow that. The below is my โ€œApplicationโ€ table

My data model is like this, I have a โ€œClientโ€ table with a key and that key is the key in all my tables: Client profile, Spouse, Employment, Co_borrower, Business and etc. What Iโ€™m trying to do is put all those data in a report and send it via email. I have already accomplished (with your,@tsuji_koichiโ€™s help) the Client profile. Now I need to pull in the data from my other tables but Iโ€™m stuck.

Any help will be appreciated. Thanks!

Please place screenshot for your column setting for the target table where we can see all the column name and data type etc.

Here you go.

Iโ€™m trying to pull in those data using the โ€œReference Idโ€ which is my โ€œClient profileโ€ key but the below error occurs.

thank you in advance!

I mean trying to pull in the data from each Ref_rows.

there is no [reference id] field right here.

Sorry. The โ€œReference Idโ€ is in my โ€œApplicationโ€ table which triggers the sending of the report once saved.

3X_5_e_5e08177eb933d3fc78a05c78bc079afa5625348f.png

That Reference ID is actually my Reference column in my โ€œClient profileโ€ table and in all other tables.

You need to make a relationship with this table with others first of all. For the moment, there is no ref relationships. Review tables and data schema globally.

Could you elaborate more please of making a relationship with other table? The below โ€œReference IDโ€ is a reference column found in all of those tables. For example, the โ€œReference IDโ€ ,8ea7bde3, is the reference in all of my tables (Client profile, Employment etc)

3X_5_e_5e08177eb933d3fc78a05c78bc079afa5625348f.png

Or do you mean by making ref_rows in my โ€œApplicationโ€ table?

Thanks.

Iโ€™ve been trying different methods but im still getting errors. Hereโ€™s what I did:

3X_e_e_ee0ef3c7c12f88dfd13307720ea44675e8354012.png

Iโ€™ve created another column that is exactly the same as Reference Id. Both are of reference type and referencing to respective tables. But I still could not get it right.

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