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Pull particular fields from table on form

  • 1.  Pull particular fields from table on form

    Posted 09-25-2019 16:37
    I have a form that has a child table embedded in it. When a user completes the form they may select multiple things in it. One of the fields they fill out in the table is "quantity". Once they save the form is there a way to pull out just that piece of data and put it on an EFP document? As of now I am having to move the entire table over and it is messing up my forms format and I am unable control certain aspects of it. Since it doesnt have a field ID number but rather is the table- I dont know of a way to control just certain fields within an embedded table.

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    Mike Klausing
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  • 2.  RE: Pull particular fields from table on form

    Posted 09-25-2019 16:49
    Are you talking about the Exact Forms Plus add on?  "EFP"?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Pull particular fields from table on form

    Posted 09-25-2019 17:04

    That's what I need to end up using that field on yes.

     

    Thank you,
    Mike Klausing

     






  • 4.  RE: Pull particular fields from table on form

    Posted 09-25-2019 17:06
    Are you asking how to pull data from a child record up to the parent?  If the Parent has 20 children, which child record's data needs to be pulled up?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 5.  RE: Pull particular fields from table on form

    Posted 09-26-2019 08:40

    Mark,

     

    I want to take this "1" and be able to display it on a form separate from all of the other information in this table.  

    Because if I move the entire table over to a printable document I have to box it in like the number" 2" below. Where the rest of my document has blanks running along the left hand column. I want to single out the table into multiple pieces of information so I can place them where I want, rather than only being able to control the table as a whole.

     

    Thank you,
    Mike Klausing

     






  • 6.  RE: Pull particular fields from table on form

    Posted 09-26-2019 22:14
       I think that in your case you may want to get into reverse relationships. That is a technique which allows you to look up data from child records up ti the parent.

    To set up a reverse relationship you make a summary field of the Minimum of the Record ID#, possibly subject to a filer on some field. For example, perhaps you know that the child lines have a hook like a certain value in a description field. So maybe the field would be called Record ID# of 1st

    The you make a new relationship where 1 child has many Parent. yes backwards, hence the name for the technique. On the right side of the relationship you select that Minimum Record ID# field. That will allow you to "lookup" any fields from a particular child to the Parent record.

    I know that this is just a partial response as I don't understand the nature of the data in the child table.

    Then you can also make a summary field of the 2nd minimum record ID# by looking up the 1st minimum record ID# down to the child table and then making a new Minimum record ID# field subject to the filter that the Record ID# is greater than the 1st Minimum Record ID#.

    So, while this can be done, if you have a lot of children, or an unknown number of children this technique starts to get out of control.   

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 7.  RE: Pull particular fields from table on form

    Posted 10-01-2019 14:22

    Mark,

    I think that will work good in my situation where I create summary fields of the minimum record ID #. How do I create the 2nd minimum? As an actual formula field in my table or in the table to table relationship summary area?

     

    Thank you,
    Mike Klausing

     






  • 8.  RE: Pull particular fields from table on form

    Posted 10-01-2019 14:34

    Nevermind Mark I found it. I created a summary field and added the criteria at the bottom where it had to be > my first minimum record ID.

     

    Thank you,
    Mike Klausing

     






  • 9.  RE: Pull particular fields from table on form

    Posted 10-01-2019 18:21
    Yes, exactly.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------