Forum Discussion
RezaKhosrowabad
5 years agoQrew Cadet
Any change on the Grandchild actions record, i want the same on the Grandparent review records.
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Reza Khosrowabadi
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Reza Khosrowabadi
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MarkShnier__You
Qrew Legend
5 years ago.. but what if you have two grandchildren with different comments?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
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- RezaKhosrowabad5 years agoQrew CadetGrandchildren Records or tables?
Each record on the Grandchid table will have a different comment as you noticed on the attachment sent.
I just want the same information pulled to the review table regardless of any changes in the action table.
i want the field on the review table to mirror the one on the action table regardless of any changes, edits....
thanks.
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Reza Khosrowabadi
------------------------------ - MarkShnier__You5 years ago
Qrew Legend
sorry but I have to ask my question again.
.. but what if you have two grandchildren with different comments? One say "wonderful" and then subsequently another Action is entered for the same Review that says "terrible". What do you expect to see on the Review record? "Wonderful" or "Terrible".
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------ - RezaKhosrowabad5 years agoQrew CadetThe same
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Reza Khosrowabadi
------------------------------ - RezaKhosrowabad5 years agoQrew CadetI would like to see the same on the review table.
thanks.
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Reza Khosrowabadi
------------------------------ - MarkShnier__You5 years ago
Qrew Legend
sorry, I do not understand your response so I need to ask again.
" What do you expect to see on the Review record? "Wonderful" or "Terrible".
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------ - RezaKhosrowabad5 years agoQrew CadetOnly the original action only.
any other action after that on the action table, i do not want to be transferred to the review table.
just a one time purpose.
Only to copy the first action.
Sorry it took me so long to understand your question.
thanks.
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Reza Khosrowabadi
------------------------------ - MarkShnier__You5 years ago
Qrew Legend
I will explain in general, but you will need to learn about Automations. https://help.quickbase.com/user-assistance/about_quick_base_automations.html
You will need to lookup the [Record ID#] of the Review down to the middle table and then from there down to Actions.
You will also need to do the same for the Action Comment field which you will create on Review. This is the field that you want populated.
Then create an Automation to record on record changes.
When a record is added or edited in Actions.
and the
the Action will be to Edit records on the table Review
Subject to the filter that the [Record ID#] is equal to the [Record ID# of the Review] from the Trigger record.
Subject to the filter that the Review Comment is blank.
and you will update the [Action Comment ] field on the Review with the value in the field
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------ - RezaKhosrowabad5 years agoQrew CadetWould you please expand on this section of your statement below?
You will also need to do the same for the Action Comment field which you will create on Review. This is the field that you want populated.
Am i doing Summary of the Summary from Action table to the review table and if yes, am i using rich text or formula....?
Please explain.
thanks.
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Reza Khosrowabadi
------------------------------ - MarkShnier__You5 years ago
Qrew Legend
You will need to lookup the [Record ID#] of the Review down to the middle table and then from there down to Actions.
You will also need to do a lookup of the Action Comment of the Review down to the middle table and then from there down to Actions.
These are both Lookup fields, not summary fields.
Also note that I have updated my instructions above for the Automation to add in the filter in the automation to only fire the automation where the review comment is blank..
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------ - RezaKhosrowabad5 years agoQrew CadetThank you so much.
I will give it a try and will let you know.
thanks again.
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Reza Khosrowabadi
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