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Table to Table Relationship Summary Logic

  • 1.  Table to Table Relationship Summary Logic

    Posted 13 days ago
    Hello,

    I am looking to make a table to table summary field but i am looking to make it for a specific logic. I have a policy that gets updated with a cancel date if the policy gets cancelled. This is working fine but the problem is that if we add another policy because the person wants to reenroll into another policy we only want it summarize the active policy aka the one that does not have a cancel date in it. How would i make the logic to only sumamrize this field as it only allows for me to put the cancel date is not equal to the date then leave the date field empty but then it is not summarizing anything. 

    see below the logic that i have used that is not working!



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    Benjamin Brooks
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  • 2.  RE: Table to Table Relationship Summary Logic

    Posted 13 days ago
    follow up basically we only want to summarize the records that do not have a cancel date

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    Benjamin Brooks
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  • 3.  RE: Table to Table Relationship Summary Logic

    Posted 13 days ago
    That just has to work. I've done it many times.

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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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  • 4.  RE: Table to Table Relationship Summary Logic

    Posted 13 days ago
    I agree but look!

    No Cancel 

    Summary

    Logic 



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    Benjamin Brooks
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  • 5.  RE: Table to Table Relationship Summary Logic

    Posted 13 days ago
    I think your logic is backwards. You want where the cancel date IS blank.

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



  • 6.  RE: Table to Table Relationship Summary Logic

    Posted 13 days ago
    Edited by Benjamin Brooks 13 days ago
    I want the ones where their is no cancel date. So what my logic is that if there is a policy and it does not have a cancel date that means that it is active so i want the active one.

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    Benjamin Brooks
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  • 7.  RE: Table to Table Relationship Summary Logic

    Posted 13 days ago
    Got it!

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    Benjamin Brooks
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