$ Decision-making workflow - Rolling Approved Budget Total

I'm assuming that these are "Project Budget" records, with a related parent "Project" table.

If I understand correctly - you want to grab the latest (4) New Approved Project Budget, and put it as the (1) Current Approved Project Budget in a new "Project Budget" record.

So first - you have to find the latest New Approved Project Budget.

Do a summary field from Projects to Project Budget
- for "Maximum Record ID#" (or if you have a Budget Request Date or something similar, you can do that too)

Do a lookup field from Project Budget (looking up to Projects)
- for the same Maximum Record ID# (or Date if you're using that)

Do a summary field from Projects to Project Budget
- for "Latest Approved Project Budget" - where the Record ID# of the Project Budget record = "Maximum Record ID#"

Now the Project knows the "Latest Approved Project Budget".

You want the Project Budget records to know the Latest Approved Project Budget as well, so do a lookup.

Do a lookup field from Project Budget (looking up to Projects)
- Latest Approved Project Budget

Now - have a form rule that fills in the (1) Current Approved Project Budget with Latest Approved Project Budget

When
Current Approved Project Budget = blank
change the value of
Current Approved Project Budget to the value in the field Latest Approved Project Budget
- always apply this action - Uncheck - Fire "change" actions only when a condition changes from false to true

This way - when you create a new Project Budget record (and it's related to the parent Project) - it will fill in the Current Approved Project Budget with the current Latest Approved Project Budget.

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Xavier Fan
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http://xavierfanconsulting.com/
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