Forum Discussion

RachelCarterRac's avatar
RachelCarterRac
Qrew Member
13 years ago

Field on a parent table updating child records.

I have a parent table "Clients", and then underneath that, I have "Debtors" and "Properties" - one client has many debtors, and one debtor has many properties. We have an instance where when one of my "Clients" cancels their contract with us - I'd like to have an easy way to update a date field that would then trigger all the "Debtors" and "Properties" related to that "Client" to then also have a date field or checkbox updated.

I realize I can do this with lookups - but, where I run into an issue is when a "Debtor" has more than one "Property" with different related "Clients". Will this make a difference?
  • MarkShnier's avatar
    MarkShnier
    Qrew Cadet
    13 years ago
    Interesting question and one I think with an easy answer. Just create a new relationship directly down from the Client to the Properties, and the Properties will directly "know" if the Client Cancels.

    if you did not rename your fields, you would have a Relationship between Clients and Debtors connected by the reference field [Related Client]. Just bring that Related Client field down one more level to the Properties table and then create a new relationship between the Clients and the Properties. Once you do that, add a lookup field to indicate if the Client has cancelled. This new relationship will "connect" automatically - there will be no manual entry required to make that connection.

    Mark
  • elandirayanelan's avatar
    elandirayanelan
    Qrew Member
    8 years ago
    Is it acheived ? I am also looking a solution all the child record field needs to display in parent field with concat comma separated value ? Any advise ?