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Show field value from specific record

  • 1.  Show field value from specific record

    Posted 02-06-2020 12:00
    Hi,

    Is there a way to show the field value for a specific record ID on another table using a formula field? 

    The tables are related, but it's not a related record.  It's a specific record on another table.  I don't want to put the info statically, I want it dynamic in case the value in the record changes.  It's an email address for a specific person in a specific role.  If this person changes, the new person would have a different email address, which would be updated in the record.

    Thanks,
    Dana


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    Dana Hauser
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  • 2.  RE: Show field value from specific record

    Posted 02-06-2020 12:09
    np,
    I will assume that this Parent table has a Key field of the usual Record ID#. 

    Make another relationship where say 1 staff member has many  detail records.  Let the system create a field for you and initially it may be called like [Related Staff Member 2].

    edit that field's properties and change the name to be 
    [Record ID# of a specific person in a specific role] // think of a better name

    Change the field type to be a formula numeric.

    Look at the Staff member table and see what the Record ID is for this special person.  say its 123

    Make the formula for that field be

    123

    Then lookup whatever details you need from that Staff member record down to your detail records.

    If Ms. 123 ever changes as the special person, then just edit that formula field to be the new special person's Record ID.


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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: Show field value from specific record

    Posted 02-06-2020 12:24
    Dana,

    Your business case is missing and that might really impact the solution.

    Lets assume you have Projects and Project Managers.   You want all Projects to know the email address of the Project Manager where the Record ID# is 100

    Create a Formula Numeric field Related Master Project Manager in Projects and set the value to 100
    Now every Project has that as a value of 100

    Now create a second relationship between Project Manager and Projects
    Make sure you pick Related Master Project Manager as the Reference Field.  Do NOT let it create Related Project Manager. 

    Here is your ERD


    That will get the Master Email into every Project.  When you edit Record ID# 100 every Project will change.

    This might not support the rest of your business case for work flow and reporting but gets the data there.



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    Don Larson
    Paasporter
    Westlake OH
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  • 4.  RE: Show field value from specific record

    Posted 02-06-2020 12:52
    Thank you guys for the input, this is exactly what I needed.  

    Dana

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    Dana Hauser
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  • 5.  RE: Show field value from specific record

    Posted 02-07-2020 10:24
    You can add an additional relationship where there is one Project to many Project Managers. This will allow you to create a maximum summary field for Record ID# which acts the same as a lookup and will provide the Record ID# of the specific role so that if the role is transitioned to another employee, you don't have to update a formula field:


    This is a great tool.

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    Adam Keever
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