Fighting with a summary field, again

Question

Summary fields do not seem to be my thing.&nbsp; I'll start with the desired result then share what I have tried.&nbsp; I need to create a field that will contain all of the status for all of the orders associated to a quote.&nbsp; Each order has an order number and a portion of the order number is the quote number.&nbsp; The quote number is also a field in the table.&nbsp; My first attempt was to create a field that would extract the quote number from the order number, create a combined text field on the status field where the quote number is equal to the value in the field I created to extract the quote number from the order number.&nbsp; This method returned the status for each order but not a combination of all of the statuses for the orders associated to the quote.&nbsp;&nbsp;
Where did I go wrong?------------------------------Paul Peterson------------------------------

michaeltamoush · Answer

I'm assuming that Quote is the parent table of orders. In that case, if you navigate to the relationship and create a Summary Field - select combined text, and choose the Statys, that should give you a text string separated by semi colons of all your status'.

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Mike Tamoush
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paulpeterson1 · Answer

I tried that approach, but there is nothing in that approach to group the combined text field by quote.

I may not have stated, the overall objective is a field that returns the unique statuses for all orders in a quote. Or more accurately, I am trying to find a way to determine when all of the orders in a quote are in a closed status.

If I created a separate table for quotes, used the quote as the key and created the combined text field in the new table, would that give me the results I need?

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Paul Peterson
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markshnier__you · Answer

This does not make sense.I tried that approach, but there is nothing in that approach to group the combined text field by quote.If this combined text summary field is on e Quote table, then all the combined status are for that single quote.But if your real purpose is to know when all the orders have been close, why not just make a normal summary count of the number of Orders, and then make a summary count of the number of closed orders.If the [# orders ] &gt;0 and [# closed orders] = 0, then all orders are closed.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

paulpeterson1 · Answer

The tables are based on orders, not quotes.&nbsp; At the moment there is not a table of quotes.------------------------------Paul Peterson------------------------------

markshnier__you · Answer

Ah, then you need to have a table for Quotes.&nbsp; The Key field can be the Record ID# of if you have a system for manually entering a unique quote #, then that can be the Key field.​------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Fighting with a summary field, again

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