Forum Discussion

hheckert's avatar
hheckert
Qrew Member
6 days ago

Can you summarize a status for a record that has multiple child records?

I have a parent table (Requests) and a child table (Activity Log) - each Request can have multiple Activities. I am trying to get a summary of the Status logged in each activity to get an understanding of the current status of the Overall Request.

 

  • Sure, np,.  On the child record make a text formula field to combine the Title ir name of the Activity with the status.

    for example

    List("-", [Activity Name], [Status])

    Then make a Combined text summary field on the left side of the relationship. To roll those up to the Parent.

    Then, I suggest that you make a formula text field like this to make it look better.

    SearchAndReplace(ToText([Combined text Sumary Activity Name& Status]), " ; ", "\n") 

    • hheckert's avatar
      hheckert
      Qrew Member

      this is what it looks like - not sure if i did it correctly. also is the below supposed to be a new field?

      SearchAndReplace(ToText([Combined text Sumary Activity Name& Status]), " ; ", "\n") 

       

  • Is the below supposed to be a new field?

    SearchAndReplace(ToText([Combined text Sumary Activity Name& Status]), " ; ", "\n")