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Bring Rich Text Field information from a Child table to the Parent

  • 1.  Bring Rich Text Field information from a Child table to the Parent

    Posted 11-23-2020 20:03
    Bring Rich Text Field information from a Child table to the Parent
    Hello,
    How do i bring a Rich Text Filed info from the child table to the parent.
    i have three tables . lets call them 1-2-3
    Table 3 is the child and i need to transfer the rich text from table 3 to the table 1
    they are all connected .
    Table 3 is the child to Table 2 and table 2 is the child to table 1
    thank you.


    ------------------------------
    Reza Khosrowabadi
    ------------------------------


  • 2.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-23-2020 20:14
    I suggest to make a formula text field equal to the rich text field.
    Then make a Combined Text Summary field to get that up to Table 2.

    Then make a Combines d text summary field to get THST field up to table 1.

    Then make a Rich text formula field to convert back to Rich Text and replace the semi colons with a line break character.

    SearchAndReplace([Combined Text Summary field], " ; ", "<br>")

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-23-2020 20:30
    Hello Mark,
    Can i use automation to trigger info onto the table 1 when i leave comments in the rich text filed in table 3?

    ------------------------------
    Reza Khosrowabadi
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  • 4.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-23-2020 20:43
    Well, you can try, but if here are multiple child records with comments, then how would that get written to the parent record.  Maybe you should need to give me an example with multiple comments on table 3 and what you would wan to see in table 1.  Then also what if he comments get edited or deleted in table 3.  It gets very messy to try to deal with that so I would not go that way

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-23-2020 20:58
    My table 3 is actually my Action table on which each action is listed. Any comment i make on the action table whether original or in edited, i would want it to copy the same on the table 1.
    i review a file on table 1, my questions for my review come from the table 2, and table 3 is my action table.
    when i click on any question on table 1 that is not in compliance, it will automatically take me to the action table to leave my comments.
    so now, i need the comments on my review table as well. i do not know how to get them to the review table.
    thank you.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 6.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-23-2020 21:02
    Would it be good enough to just show those comments when viewing a table 1 record.  That's easy.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 7.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 13:21
      |   view attached
    Hello Mark,
    I got to have my Action table with its comments. Same time, i want the same comments on the records on the Review Table. it is Ok if one changes and then it changes the other. I just want the same on the review table.
    Please see attached for QA comments as sample as requested.
    Again, all tables are connected. Review table is the parent to HR ECE , and HR ECE is parent to the Action table.
    thank you.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 8.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 13:32
    Can you tell me what you want to happen when a comment is revised on the grandchild Actions Record or an additional action is created.  Do you want the comment on the Grandparent Review to be overwritten or preserved using an Append Only setting on the field to be updated.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 9.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 13:36
    Any change on the Grandchild actions record, i want the same on the Grandparent review records.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 10.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 14:04
    .. but what if you have two grandchildren with different comments?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 11.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 14:37
    Grandchildren Records or tables?
    Each record on the Grandchid table will have a different comment as you noticed on the attachment sent.
    I just want the same information pulled to the review table regardless of any changes in the action table.
    i want the field on the review table to mirror the one on the action table regardless of any changes, edits....
    thanks.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 12.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 14:41
    sorry but I have to ask my question again.

    .. but what if you have two grandchildren with different comments?  One say "wonderful" and then subsequently another Action is entered for the same Review that says  "terrible".  What do you expect to see on the Review record?  "Wonderful" or "Terrible". 

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 13.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 15:41
    The same

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 14.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 15:42
    I would like to see the same on the review table.
    thanks.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 15.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 15:42
    sorry, I do not understand your response so I need to ask again.

    " What do you expect to see on the Review record?  "Wonderful" or "Terrible". 

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 16.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 15:51
    Only the original action only.
    any other action after that on the action table, i do not want to be transferred to the review table.
    just a one time purpose.
    Only to copy the first action.
    Sorry it took me so long to understand your question.
    thanks.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 17.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 16:40
    Edited by Mark Shnier (Your Quickbase Coach) 11-24-2020 16:53
    I will explain in general, but you will need to learn about Automations. https://help.quickbase.com/user-assistance/about_quick_base_automations.html

    You will need to lookup the [Record ID#] of the Review down to the middle table and then from there down to Actions.

    You will also need to do the same for the Action Comment field which you will create on Review.  This is the field that you want populated.
    Then create an Automation to record  on record changes.

    When a record is added or edited in Actions.
    and the [comment] changed

    the Action will be to Edit records on the table Review
    Subject to the filter that the [Record ID#] is equal to the [Record ID# of the Review] from the Trigger record.
    Subject to the filter that the Review Comment is blank.
    and you will update the [Action Comment ] field on the Review with the value in the field [Comment] field from the Trigger record.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 18.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 16:49
    Would you please expand on this section of your statement below?

    You will also need to do the same for the Action Comment field which you will create on Review.  This is the field that you want populated.

    Am i doing Summary of the Summary from Action table to the review table and if yes, am i using rich text or formula....?
    Please explain.
    thanks.


    ------------------------------
    Reza Khosrowabadi
    ------------------------------



  • 19.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 16:52
    You will need to lookup the [Record ID#] of the Review down to the middle table and then from there down to Actions.
    You will also need to do a lookup of the Action Comment of the Review down to the middle table and then from there down to Actions.

    These are both Lookup fields, not summary fields.

    Also note that I have updated my instructions above for the Automation to add in the filter in the automation to only fire the automation where the review comment is blank..


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 20.  RE: Bring Rich Text Field information from a Child table to the Parent

    Posted 11-24-2020 17:06
    Thank you so much.
    I will give it a try and will let you know.
    thanks again.

    ------------------------------
    Reza Khosrowabadi
    ------------------------------