Create Numeric Identifier on Child Record
I'm trying to number specific child records based on the parent record. So for example, parent record has a record ID # 10. I add 3 child records. I'd like to number those child records 1, 2, 3 w...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendIf you can ensure that you will never delete child records, then you can
Make a summary field of the # of Child records.
Look that up down to Children and call it [# of children (lookup)].
Then make a new field called SEQ and set it to be a snapshot field of [# of children (lookup)].
Note that this technique will only work on a going forward basis. It will not sequence existing records.
If you have knowledge that there will only ever be a small number of children, say under 10, then there could be another technique I can explain which will work for existing records.
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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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Make a summary field of the # of Child records.
Look that up down to Children and call it [# of children (lookup)].
Then make a new field called SEQ and set it to be a snapshot field of [# of children (lookup)].
Note that this technique will only work on a going forward basis. It will not sequence existing records.
If you have knowledge that there will only ever be a small number of children, say under 10, then there could be another technique I can explain which will work for existing records.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Thanks Mark. There should only every be small numbers of child records (under 10) so if you could share a technique for existing records that would be great.
Thanks
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Sheila Allas
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Thanks
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Sheila Allas
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- MarkShnier__YouOK I just did his on a test app so I know it works.
1. Create Summary of Minimum Record ID#. Call it [Minimum Record ID #1]
2. Lookup down to Children and give the field the same name.
3. Duplicate the Summary field calling it [Minimum Record ID #2] but this time have a filter where the [Record ID#] is greater than the value in the field [Minimum Record ID #1]
4. Lookup [Minimum Record ID #2] down to Children and give it the same name.
Keep repeating steps 3 and 4 until you get to say [Minimum Record ID #10] as a lookup field.
Then in Children create a numeric field called Seq with a formula if
Case([Record ID#],
[Minimum Record ID# 1], 1,
[Minimum Record ID# 2], 2,
[Minimum Record ID# 3], 3,
etc
[Minimum Record ID# 10], 10, 999)
That last 999 will be in case you end up with a Parent with more than 10 children the higher ones will all sort last.
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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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