Forum Discussion
MarkShnier__You
3 years agoQrew Legend
Good to know that you are working with human kids and not the billy goat kind.
OK so we have a Kid Profile and can I assume that you have or can make a relationships where
One Kid Profile has many Kid Intakes
One Kid Profile has many Parent Intakes.
I assume that you will manually attach the child records for the two different Intake form records to the proper Kid Profile as the come in unless you have managed to uniquely identify the kid profiles and get the intake forms to have that number which I doubt.
If you have those Relationships then you can float up text fields from child records to the parent records (now I'm using generic Quickbase terms for Parent and Children record as your kids are the parents!).
Just go to the relationship and create a summary field which is a Combined Text Summary of a particular text field. If you are trying to float up something which is not text for example an email address field type or or a phone number field type, then you need to make a mirror field on the child records that converts them to text. For example you might have a field called
[Mobile 1 (text)]
and the formula would be
[Mobile 1]
Then when you observe the native Combined Text Summary field on the Parent record it will appear like a bubble/pill which I find visually odd.
What I typically do is call the native field like [Combined Text Summary Mobile 1]
Then create a new field on the Parent like [Mobile 1] with a formula of
SearchAndReplace(ToText([Combined Text Summary Mobile 1]), " ; ", "\n")
Those combined text fields are when converted to plain text have the elements separated by "space ; space" and with the SearchAndReplace it's replacing that with vertical carriage return "\n" so that on the parent table they stack vertically in a tidy fashion.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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OK so we have a Kid Profile and can I assume that you have or can make a relationships where
One Kid Profile has many Kid Intakes
One Kid Profile has many Parent Intakes.
I assume that you will manually attach the child records for the two different Intake form records to the proper Kid Profile as the come in unless you have managed to uniquely identify the kid profiles and get the intake forms to have that number which I doubt.
If you have those Relationships then you can float up text fields from child records to the parent records (now I'm using generic Quickbase terms for Parent and Children record as your kids are the parents!).
Just go to the relationship and create a summary field which is a Combined Text Summary of a particular text field. If you are trying to float up something which is not text for example an email address field type or or a phone number field type, then you need to make a mirror field on the child records that converts them to text. For example you might have a field called
[Mobile 1 (text)]
and the formula would be
[Mobile 1]
Then when you observe the native Combined Text Summary field on the Parent record it will appear like a bubble/pill which I find visually odd.
What I typically do is call the native field like [Combined Text Summary Mobile 1]
Then create a new field on the Parent like [Mobile 1] with a formula of
SearchAndReplace(ToText([Combined Text Summary Mobile 1]), " ; ", "\n")
Those combined text fields are when converted to plain text have the elements separated by "space ; space" and with the SearchAndReplace it's replacing that with vertical carriage return "\n" so that on the parent table they stack vertically in a tidy fashion.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- BenJohnson3 years agoQrew MemberThanks Mark. I simultaneously posted my work-around, but I'll summary field / combined text field a go as well - it sounds a bit cleaner!
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Ben Johnson
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