But what relationship for Shipments? How does that work? How are they "combined"?
Shipments is populated through a script, and combines both lines and tasks (if they involve shipping).
My best guess is that you have Shipments related to other occurrences of Tasks and Lines and that you "combine" them by placing a portal to each on the same layout.
Seems like Lines and Tasks should be records in the same table, but with a field that identifies each record as either a "task" or a "line". Portals to such a combined table can be "filtered" to show only tasks or only lines. Then your report can be based on that combined table.
Thanks for your response. Right now I have shipments related to clients, with other table occurrences related to lines, tasks, and jobs. I have a script that uses set field to generate a related record from lines to shipments and another one from tasks to shipments. Does that setup make sense? I also have the same setup for deliveries.
And thanks for your suggestion about making lines and tasks one table. I think that totally makes sense, I'm not sure why that didn't occur to me before!