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MaritzaAcosta's avatar
MaritzaAcosta
Qrew Trainee
7 months ago

Formula field to pull selected pending items from checkmark fields

 Hello. I have a report/table that has about 32 items that it can have concerns for. I want to see if its possible to have a field where it can let you know which items are pending from all 32 option...
formulas
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
7 months ago
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Can you give us a little more detail? Are you saying that there is a parent record and then it has 32 children, and some of those children have a checkbox, and you want to roll up a Summary all of the names of the children which either have or do not have a checkbox?

MaritzaAcosta's avatar
MaritzaAcosta
Qrew Trainee
7 months ago
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Yes. There is a parent record and it has 32 children checkmark fields

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    7 months ago
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    OK, np,

    Just go to the relationship or one parent has many children and create a Combined Text Summary field of all of the tasks which are incomplete. So set the filter for that summary field perhaps some checkbox field that is unchecked.

    If you observe the field that is now created on the parent it will have a bubble like appearance which I personally dislike.  

     

    If you want to make a nice vertical list that looks better on a report, you can them make a new sumamry tect ield lke this

     

    SearchAndReplace(ToText([My combined text summary field]), " ; ", "\n")

    Or if you just want them to appear as comma separated but not vertical.

     

    SearchAndReplace(ToText([My combined text summary field]), " ; ", ", ")

     

    • MaritzaAcosta's avatar
      MaritzaAcosta
      Qrew Trainee
      7 months ago
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      I apologize, I don't think I understood it right. There is only one table with no relationship as its a standalone. a single record has multiple checkmark fields and I want a summary of only a group of fields. Here's a visual on how the individual record looks like and how the reports look like. Do i have to make a relationship from the table to its self? in order to get a summary field of all checked concerns?

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fields","id":"message:88229","revisionNum":1,"repliesCount":7,"author":{"__ref":"User:user:26049"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:88229"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:88229"},"body@stripHtml({\"truncateLength\":200})":"  Hello. I have a report/table that has about 32 items that it can have concerns for. I want to see if its possible to have a field where it can let you know which items are pending from all 32 option...","body@stringLength":"418","rawBody":"

 Hello. I have a report/table that has about 32 items that it can have concerns for. I want to see if its possible to have a field where it can let you know which items are pending from all 32 options without manually having to do Multiselect field or scroll all the way down the reports just to see which ones have been selected. 

Not sure if a formula field can work or would it be a pipeline?

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Yes. There is a parent record and it has 32 children checkmark fields

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Yes. There is a parent record and it has 32 children checkmark fields

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Can you give us a little more detail? Are you saying that there is a parent record and then it has 32 children, and some of those children have a checkbox, and you want to roll up a Summary all of the names of the children which either have or do not have a checkbox?

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Can you give us a little more detail? Are you saying that there is a parent record and then it has 32 children, and some of those children have a checkbox, and you want to roll up a Summary all of the names of the children which either have or do not have a checkbox?

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icon"},"localOverride":false},"Revision:revision:88232_1":{"__typename":"Revision","id":"revision:88232_1","lastEditTime":"2024-09-05T06:02:13.879-07:00"},"ModerationData:moderation_data:88238":{"__typename":"ModerationData","id":"moderation_data:88238","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:88238":{"__typename":"ForumReplyMessage","uid":88238,"id":"message:88238","revisionNum":1,"author":{"__ref":"User:user:12614"},"readOnly":false,"repliesCount":1,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:88235"},"conversation":{"__ref":"Conversation:conversation:88229"},"subject":"Re: Formula field to pull selected pending items from checkmark fields","moderationData":{"__ref":"ModerationData:moderation_data:88238"},"body":"

OK, np,

Just go to the relationship or one parent has many children and create a Combined Text Summary field of all of the tasks which are incomplete. So set the filter for that summary field perhaps some checkbox field that is unchecked.

If you observe the field that is now created on the parent it will have a bubble like appearance which I personally dislike.  

 

If you want to make a nice vertical list that looks better on a report, you can them make a new sumamry tect ield lke this

 

SearchAndReplace(ToText([My combined text summary field]), \" ; \", \"\\n\")

Or if you just want them to appear as comma separated but not vertical.

 

SearchAndReplace(ToText([My combined text summary field]), \" ; \", \", \")

 

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OK, np,

Just go to the relationship or one parent has many children and create a Combined Text Summary field of all of the tasks which are incomplete. So set the filter for that summary field perhaps some checkbox field that is unchecked.

If you observe the field that is now created on the parent it will have a bubble like appearance which I personally dislike.  

 

If you want to make a nice vertical list that looks better on a report, you can them make a new sumamry tect ield lke this

 

SearchAndReplace(ToText([My combined text summary field]), \" ; \", \"\\n\")

Or if you just want them to appear as comma separated but not vertical.

 

SearchAndReplace(ToText([My combined text summary field]), \" ; \", \", \")

 

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I apologize, I don't think I understood it right. There is only one table with no relationship as its a standalone. a single record has multiple checkmark fields and I want a summary of only a group of fields. Here's a visual on how the individual record looks like and how the reports look like. Do i have to make a relationship from the table to its self? in order to get a summary field of all checked concerns?

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-09-05T13:23:18.544-07:00","lastPublishTime":"2024-09-05T13:23:18.544-07:00","metrics":{"__typename":"MessageMetrics","views":7},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:88229/message:88242","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"readOnly":false,"editFrozen":false,"body@stringLength":"421","rawBody":"

I apologize, I don't think I understood it right. There is only one table with no relationship as its a standalone. a single record has multiple checkmark fields and I want a summary of only a group of fields. Here's a visual on how the individual record looks like and how the reports look like. Do i have to make a relationship from the table to its self? in order to get a summary field of all checked concerns?

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