Blank Maximum Record ID

Have you actually related any Offices to a parent in your Records table? If you have the relationship set up - you are halfway there. But it sounds like you still need to assign your Office records to the appropriate parent 'Record'. It would make sense that for a new Record that the summary field is blank - because you still need to assign which 'Offices' belong to it.


Chayce Duncan | Technical Lead
(720) 739-1406 | chayceduncan@quandarycg.com
Quandary Knowledge Base

Do you in fact have children records for that parent?  ie when you are sitting on a records table is there an embedded report of its children?

Also on the summary field setup, do you have any filters set, or is it just a maximum of the field Record ID#

Thanks for the help!

I added an "office" to the Records table and the Maximum record ID populated, but this is tied to a single Office Record.  The Maximum Record ID field does not update when I add new records to the Office table.

I'm trying to keep track of the maximum record ID for the Offices table so I can automate the deletion of older records in the table.  I would use creation date, but I sometime generate multiple new records in a day and I'm trying to clear out old records as new ones are created. 

Am I approaching this currently or is there a better way?

If you feel you need a global maximum then you will need to set up a dummy table called Max Offices Record ID#.  Create One record.  It will be Record ID# of 1.  Then create a formula field on the Records Table called Link to Global Maximum as a formula numeric field with a formula of 1.  Then base the relationship on that field as the reference field and do your summary field on that relationship.