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  • 1.  Exact forms. Can I pull a field from an imbedded grid table?

    Posted 07-14-2022 12:50
    Hi,  I have an imbedded grid table from a relationship in my exact form.   I need to use one of those fields further down in my from.  Is there any way I can extract a field from the grid table?
    The form is linked to the parent table so I don't have access to the child fields for the form extract.     Or, any suggestions on how to get at the child field to expose to the form? 

    Thank you!

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    Barbara Alvarez
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  • 2.  RE: Exact forms. Can I pull a field from an imbedded grid table?

    Posted 07-14-2022 12:54
    I'm trying to understand your question.  You have a parent and say 20 children.  When you say that you want to pull a field form the children,  which of the 20 record do you want to pull a value from?

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Exact forms. Can I pull a field from an imbedded grid table?

    Posted 07-14-2022 13:09
    Sequence is ...
        select and save an agency  
           then add  Type-A record(s)  to the agency 
           then add a Type-B record to the agency 
     I then can print the form. 
    The exact form then shows the agency,   
        and the Type-A report grid 
        and the Type-B report grid. 
    Then I build a small table in the form that needs to populate a column with a field value from  the Type-B record(report)  - Client name.   So I need the client name related to the Agency record save.     Hope that is understandable.

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    Barbara Alvarez
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  • 4.  RE: Exact forms. Can I pull a field from an imbedded grid table?

    Posted 07-14-2022 15:02
    OK, so this is not an exact forms issue.  The issue is how to float up some data form a child table into a clean field on the parent record.  Then the Exact form is easy as you have a clean field to use.

    I'm not sure I fully understand what your form and relationships look like, but I suggest making editing the relationship to create a combined text summary field of the Client Name.
    Then make a new field with the formula 
    ToText([Client name])

    and use that field on the Exact Form.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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