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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
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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.
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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]