Forum Discussion

QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
Here is how I would do it.  If you choose to follows this and get stuck on any steps post back.

  1. Set up a child table to Projects called Project History. Add fields for any values that you want to capture. 
  2. Set up a saved table to table copy to copy all Active Projects into Project history and map the [Record ID#] field into [Related Project] and map the various data fields.
  3. Make report of Active Projects needing their History recorded.  This will be filtered where the maximum date created of the child records is not during the current month.
  4. Make a formula URL button on the Projects record to record the history and refresh the report. (which will now be blank).
  5. Subscribe to a daily report of Projects needing their history copied.
I will post that formula soon and how to use the history. Gotta do a call now. 
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
OK, so next is that if you just need to get some numerical values floated up to the Project, from the most recent History with the highest Record ID#.  That can be done by having a Summary Maximum of the [Record ID#] on the Project, and lookup down to the Project History.  The do another summary maximum of the Project value subject to he condition that the [Record ID#] is the same as the Summary Maximum Record ID#.

The formula to run that import will be something like

var text URL = urlroot() & "db/' & [_DBID_PROJECT_HISTORY] & "?act=API_RunImport&ID=10;

"javascript:" &
"$.get('" & 
$URL & 
"',function(){" &
"location.reload(true);" &
"});" 
& "void(0);