Forum Discussion

QBuserQBuser's avatar
QBuserQBuser
Qrew Cadet
8 years ago

Cannot use formula and have a summary field using this relationship.

I am getting the following error when trying to use summary fields in a relationship. We are sorry -- at this time, you cannot use this formula and have a summary field using this relationship. ...
Errors
QBuserQBuser's avatar
QBuserQBuser
Qrew Cadet
8 years ago
I am not sure I am following #1.  What is the difference between looking up the customer id and relating it like you mention?  Is the lookup field the issue or is the issue that I am using a Text Formula field in the relationship?  Could I create a new field and use the ToText function to get around this?

Can you help me on how I would go about doing #2?  I prefer that a button would not have to be clicked if possible.  It would be good if it could run after the table is updated in the middle of the night.
  • QBuserQBuser's avatar
    QBuserQBuser
    Qrew Cadet
    8 years ago
    My Customer Field is actually a forecast group field from another table so that is why I am looking it up.  Location is not a look up field.  I also have reporting year which looks up the year based on dates from another table since the year runs September-August.  My formula looks like 

    [Reporting Year]&" - "&[Month Text]&[Month Half]&[Forecast Group]&[FacName]

  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    This sounds like it will require one on one assistance to sort out a solution.  I can be contacted via my gmail address on my Contact me page.  QuickBaseCoach.com
  • QBuserQBuser's avatar
    QBuserQBuser
    Qrew Cadet
    8 years ago
    I gave this some more thought and figured out that I could replace my lookup fields with some IF statements to generate the data.  This then fixed the summary error.  I would have preferred looking up the values so that they are easier to update in the future, but looks like this is the best and easiest solution until quickbase fixes the issue.