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I don't want my look up values to change...

  • 1.  I don't want my look up values to change...

    Posted 10 days ago
    I have a form that my users have to supply a cost code and a total dollar figure they are requesting. So to help them make sure they are staying within budget, I created a drop down of all their cost codes, a look up field for their remaining budget and a formula field that will push the user to get approval if it exceeds the budget. 

    The issue is, that as funds are spent, the remaining budget changes and at some point will show that the requested amount is over budget, and force it to get approval, even though this request would have already been processed. 

    How can I have this information display as a snapshot of the information at the time, but then not change as data changes. 

    I hope that this is clear :)

    Thank you,

    Brandy


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    Brandy Nunes
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  • 2.  RE: I don't want my look up values to change...

    Posted 10 days ago
    re: can I have this information display as a snapshot of the information at the time,

    Interesting choice of words "snapshot".

    Yes, there is native functionality in Quick Base to create a field and change its field properties to indicate that it should behave as a snapshot field and take its values from a lookup field and freeze them.

    https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html





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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: I don't want my look up values to change...

    Posted 2 days ago
    Thank you! When I follow the instructions on this link, not all of the "look up" fields are available to me. Am I not doing something correctly?

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    Brandy Nunes
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  • 4.  RE: I don't want my look up values to change...

    Posted 2 days ago
    The lookup fields offered should be the fields that exist as lookups into the table and which match the field type of the field you are setting to be a snapshot.  For example a numeric field will only let you select numeric lookups to snapshot.

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



  • 5.  RE: I don't want my look up values to change...

    Posted 2 days ago
    Thank you again! 

    I just figured that out too.

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    Brandy Nunes
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