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  • 1.  Snapshot for a look-up field?

    Posted 06-02-2022 15:43


    I have a table that contains my sales reps and their commission plans.

    Whenever I generate a project in my projects table, it links the sales reps' commission percentage to each project.

    I have a 3rd table (Costs) that calculates fixed costs on projects and calculates commissions related to this information. The look-up numeric field pulls the commission amount from the projects table.

    I'm trying to make the look-up field in Costs for the commission percentage be a snapshot, as contracts and commissions change, i can't have it affect older projects that were created during a different contract value.

    Whenever I change the field to a look-up field, the snapshot option disappears.

    Can someone help me with this?

    Thank You So Much

    Anthony Wong

  • 2.  RE: Snapshot for a look-up field?

    Posted 06-03-2022 08:44
    Keep your original field as a lookup field, then make a new field labeled "Original Cost" or whatever you want. The new field should have a Snapshot section at the bottom of the field properties page where you can "Get this field's value from a lookup field and don't allow the value to change", then the next part allows you to select the lookup field you want to capture the value from.

    Katlyn Allen