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Header and Detail Table Field Validation

  • 1.  Header and Detail Table Field Validation

    Posted 02-12-2020 13:27
    Hi,

    I have a header table and a detail table. In the header table there is a field called Amount which is user entered and in the detail table there are multiple rows in which i want to distribute that Amount which is again user entered in the detail table as well.

    I would like to have a validation where in if in the header the user enters an Amount 50,000 then in the detail table it should also be 50,000 which comprises of multiple rows or a single row and the user should not be allowed to save the record till both the header and the detail Amount gets matched.

    Is there a way to achieve this?


    Regards
    Gunsham

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    Gunsham Lakhiani
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  • 2.  RE: Header and Detail Table Field Validation

    Posted 02-12-2020 14:23
    no, you can have warnings, but you cannot block the save. 
    Quick Base is not able to calculate summary totals until the child records are saved.

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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: Header and Detail Table Field Validation

    Posted 02-13-2020 13:56
    Here is a solution for you Gunsham. 

    This relationship, summary field, and lookup fields allow you to check the amount being entered into the Details table versus the remainder and with a dynamic form rule, not allow a save by clearing the Amount field when the Amount is greater than the remainder.

    With one record in the Details table having an amount of 49999.9999, the remainder is near zero.

    While entering the amount, [Validation] is checked because the amount is not compiled yet, but on clicking outside the amount field or by clicking save, the amount field is cleared and the record cannot be saved because the amount field is required:



    Here is the form rule:






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    Adam Keever
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  • 4.  RE: Header and Detail Table Field Validation

    Posted 02-13-2020 14:04
    Interesting, but I think that the ask is for Grid Edit entry.

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



  • 5.  RE: Header and Detail Table Field Validation

    Posted 02-13-2020 15:45
    Correct, this does not work in grid edit.

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    Adam Keever
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  • 6.  RE: Header and Detail Table Field Validation

    Posted 02-14-2020 13:32
    Hi Mark and Adam,

    Thanx a lot for these interesting and expert suggestions.  Loads of things to learn from you guys.


    Regards
    Gunsham

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    Gunsham Lakhiani
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