Best Practice - Use Record Rules or Text Formulas

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1

Hi,

I have 3 tables:
Projects
Projects - Activity (which is connected to the Projects table, many Activities connects with one Project)
Cases (not connected to any of the above tables)

I would like to view data from all three tables in a single Reports view (line chart).
So I have created a new table called Dashboard, where I have made a connection from all three tables to the dashboard table.

What would best practice be to get information from various fields, from the three tables in to the Dashboard table?

  1. Create a lot of fields in the Dashboard table and create a lot a of Record Actions that inserts/updates connected records in to the Dashboard table?
  2. Create a lot of Text Formulas fields in the Dashboard table that refers to various fields in the three tables and create one insert/updated connected record rule so Cases, Projects or Project - Activities can be mapped to Dashboard table?
2

Hi @Alteco,

Feel free to reach out to our support team if you haven’t already to have them take a look at your tables/connections set up directly, and they will be happy to guide you in the right direction to accomplish this. You can create a support ticket using this link: Create Support Ticket