Has anybody found a way to pull the Project Transaction Details in the same way it is put together in the Inquiry screen?
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Pooria Forootanposted
8 days ago
Admin
Hi David. I'd be more than happy to assist you with this. It would be great if we could schedule a quick call to review this and build/update the GI and/or the Excel file together. Please feel free to pick a time slot from my availability below :) https://calendly.com/d/d5x-qvq-srm/consultancy-pooria
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Harry Lewisposted
8 days ago
Admin
That appears to be based on the BAccountID field.
That should allow one to create a join with the other tables to get the name.
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D
David Fallsposted
8 days ago
Yes, but the Vendor/Customer column is not in the PMTrans table and I am not sure how to make that connection. This would be a very important part of the data to have included.
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H
Harry Lewisposted
8 days ago
Admin
It looks like everything on the Project Transaction Details page is based on the PMTran table. Have you created a generic inquiry for that?
0 Votes
Has anybody found a way to pull the Project Transaction Details in the same way it is put together in the Inquiry screen?
0 Votes
4 Comments
Pooria Forootan posted 8 days ago Admin
Hi David. I'd be more than happy to assist you with this. It would be great if we could schedule a quick call to review this and build/update the GI and/or the Excel file together. Please feel free to pick a time slot from my availability below :)
https://calendly.com/d/d5x-qvq-srm/consultancy-pooria
0 Votes
Harry Lewis posted 8 days ago Admin
That appears to be based on the BAccountID field.
That should allow one to create a join with the other tables to get the name.
0 Votes
David Falls posted 8 days ago
Yes, but the Vendor/Customer column is not in the PMTrans table and I am not sure how to make that connection. This would be a very important part of the data to have included.
0 Votes
Harry Lewis posted 8 days ago Admin
It looks like everything on the Project Transaction Details page is based on the PMTran table. Have you created a generic inquiry for that?
0 Votes
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