Copying a date field from a child record to a parent

Question

So I have a need to copy a date record up from a child record to a parent record. I can't seem to find a good way to do this easily... I considered an automation, but it seems like those are a little slower to fire. Is there another solution I'm not considering?

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Thanks,
Chris Newsome
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jan-willemspeck · Answer

Something like this.

When the dates changes and it should be a timestamp type date you could create an extra date field to stamp the date in the child table and freeze it with the snapshot function------------------------------Jan-Willem S------------------------------

markshnier__you · Answer

I don't suppose you ca just use a summary field and maybe an override field on the parent. Then it would instantly recalculate on save.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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chrisnewsome · Answer

Not sure I've ever seen that. How would I use a summary field on a date?------------------------------Thanks,Chris Newsome------------------------------

chrisnewsome · Answer

I'm going to be honest and say I didn't understand any of that. Never even heard of a "snapshot" function.Let me explain a bit more of what I'm trying to accomplish. I have a parent record called "Opportunities." This is representative of a sale for us. We manufacture and install these jobs, so I am trying to create a linked system where I can simultaneously create a calendar entry for the shop to manufacture, and the scheduled date of install. It would be related like this:Install date (ex: 3/1/2020)Shop production date (2/28/2020)If for some reason the install date were to change, I'd want the shop date to change automatically in relation to that, which I imagined would be a simple formula. Relationships are like this:Opportunities &lt; InstallationsOpportunities &lt;ProductionsMy thought was to have a date field under opportunities that could filter down to all child records. I called this field "Scheduled Start date." The issue I'm running into is that although I can share this field with the child records, I want the "installation" record to be able to control this date. I'll then create a formula date field under "productions" that's based on the "scheduled start date" minus a certain #&nbsp;of days.&nbsp;Ideally, I'd create a "trip date" field under installations, and have "opportunities/scheduled start date" match that automatically. Then, when I changed the trip date, "scheduled start date" would change as well, and my other formula date fields would recalculate based on that field. Perhaps there's a better way to achieve this, but this was what I came up with as I'm planning it out.​------------------------------Thanks,Chris Newsome------------------------------

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Copying a date field from a child record to a parent

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