Creating summary records by automation
I have a table, called Daily Hour, which has all the time entry by person by day and I'd like to summarize the record by week . The Daily Hour records are like: Date Name Job Hours...
Forum Discussion
You are on the right track.
I suggest creating a formula checkbox field called [weekly summary exists?] on the weekly summary table.
Look that field up down to the detail record.
Then set your automation to only fire when that field is not checked.
I�m assuming that you data us entered manually and not mass imported.
I suggest creating a formula checkbox field called [weekly summary exists?] on the weekly summary table.
Look that field up down to the detail record.
Then set your automation to only fire when that field is not checked.
I�m assuming that you data us entered manually and not mass imported.
Thanks, It works like a charm.
Instead of a checkbox, I've added a total count of record in the summary (parent) table and then bring it back down into the child. If there's none created in the parent table, that count field brought down to the child would equal to blank. Therefore, I've used the same automation with a criteria of the count field equals blank.
Instead of a checkbox, I've added a total count of record in the summary (parent) table and then bring it back down into the child. If there's none created in the parent table, that count field brought down to the child would equal to blank. Therefore, I've used the same automation with a criteria of the count field equals blank.