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How to get the data from a summary field and populate a formula field

  • 1.  How to get the data from a summary field and populate a formula field

    Posted 07-24-2018 18:10
    I have summary fields that need to be color coded.  I am thinking I need to create a formula rich-text field and have the formula read for it to equal whatever value is in the other field, then create a <div> tag to add a background-color:blue tag.  I just am not sure on the equals the other value syntax.  


  • 2.  RE: How to get the data from a summary field and populate a formula field

    Posted 07-24-2018 21:47
    Yep, you'll need a formula rich text field. You then just insert your summary field into the middle of the div as such.

    "<div style=\"background-color:pink;\">"& [Priority]&"</div>"

    Here are more details https://help.quickbase.com/user-assistance/color_field.html

    If you need it to change dynamically based on the field value here is another example:

    Case([Priority],
    "Urgent", "<div style=\"color:white; background-color:#FF0000;\">[Priority]</div>", 
    "High","<div style=\"background-color:#FF6666;\">[Priority]</div>", 
    "Medium", "<div style=\"background-color:#FF9999;\">[Priority]</div>", 
    "Low","<div style=\"background-color:#FFCCCC;\">[Priority]</div>", "")


  • 3.  RE: How to get the data from a summary field and populate a formula field

    Posted 07-24-2018 23:59
    Thank You!  How do I get the formula field to get the value from the summary field to populate though?  Then I can hide the summary field and just have my report populate my colored (formula) fields. 


  • 4.  RE: How to get the data from a summary field and populate a formula field

    Posted 07-25-2018 17:04
    How did you create your summary field? Is it just in a Summary Report or is it an actual summary of child records in a relationship?

    In the method I described above you would use a summary field from a relationship. Summary reports don't allow for colorization.

    In my example "[Priority]" refers to the Summary field, so you'd just replace it with your summary field name.