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Changing field in Parent when Child is Added

  • 1.  Changing field in Parent when Child is Added

    Posted 24 days ago
    I have a field in a parent field for a project called "Cost". Most projects the user will enter in a cost directly. In some cases a project will have subprojects (children) where I will need the total cost of the subprojects to be entered in the Cost field of the parent record. 
    I've been able to create a summary field for the children on the parent table and create a form rule to update cost in the parent table to the value in the summary table. For the form rule to trigger I have to save the record in the parent table after each child is added.

    Is there another way to copy information from a summary field into another field on the same record? I ran into some challenges with automation either not showing the option to copy the value from the summary field or updating all of the parent table entries with the same value. 

    Note: There will be cost lines for multiple items so I want to avoid formulas in the fields directly.

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    Sandra Nead
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  • 2.  RE: Changing field in Parent when Child is Added

    Posted 24 days ago
    I would suggest a simple formula for final cost.

    It would be like

    IF([Summary Cost] >0, [Summary Cost], [Direct entry cost])

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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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