Hey, Gang - I’m trying to create a custom report for a client who wants to display all the lines associated with a selected task for any given Project Quote. Any assistance would be helpful here.
In a perfect world, the task would be retrieved from whatever line is selected on the Estimation tab. For example, using the screenshot below, the report would display ONLY the two lines associated with task 040 since that’s the task of the selected line. This would be awesome, but right now I just need to get it to recognize the tasks used in a given Quote.
However, I can’t seem to get the system to recognize the task list for the selected Quote.
Here are the corresponding schema items
