Hi Tony,
I think you can make this work with the String_Agg() function. You can create a customer BAQ with the CustomerDocs inside the String_Agg. Use it in a calculated field expression like this:
String_Agg(OrderHed.OrderNum, ', ')
Make sure you group on your customerID, and your aggregated string should return all the docs they have listed. Now if you want to break that string agg up into individual check boxes, that is another step.
Create calculated fields for each document check box (850, 855 etc) The calculated field expression would just check to see if its value appears in the string agg. If my calculated field above is called “Orders”, I can test that with an expression like this:
iif(Orders LIKE '%12345%', 1,0)
This would be the expression for the bit field you want to check. You need one of these for every type of document you want a check box for.
This seems a little clunky to me, so I bet there is a more elegant way to do it.
I hope this helps!