Forum Discussion
JordanMcAlister
6 years agoQrew Captain
I'm curious to know what requirements made you not be able to use two separate tables, because that seems to be the ideal situation.
You might be able to use that summary field in a checkbox formula field by first checking if the Job ID has a "." in it as a delimiter and then checking the summary field amount.
Maybe something like:
If
(
Contains(ToText[Job ID],".")=False and [Summary Field]="1",True
)
//Checking first to make sure the record isn't a sub job then checking to see how many records have the same beginning values
If you haven't already made something like this - you can make another ID field that identifies the main job by taking all the numbers left of the decimal point so that the main job and the sub job have the same summary ID so to speak. This id would be used in the summary field, so if there is 1 main job with 3 sub jobs, the summary field would return "4"
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Jordan McAlister
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You might be able to use that summary field in a checkbox formula field by first checking if the Job ID has a "." in it as a delimiter and then checking the summary field amount.
Maybe something like:
If
(
Contains(ToText[Job ID],".")=False and [Summary Field]="1",True
)
//Checking first to make sure the record isn't a sub job then checking to see how many records have the same beginning values
If you haven't already made something like this - you can make another ID field that identifies the main job by taking all the numbers left of the decimal point so that the main job and the sub job have the same summary ID so to speak. This id would be used in the summary field, so if there is 1 main job with 3 sub jobs, the summary field would return "4"
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Jordan McAlister
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MarkShnier__You
Qrew Legend
6 years agoThe challenge here is that in order to do the summary feel that you need a relationship and I suspect that the job number is not the key field to the table. What is the key field to the jobs table. Is it record ID or is it the job number
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
- JordanMcAlister6 years agoQrew CaptainCould she create a same-table relationship where the job table has a relationship with itself, since each job can have many jobs?
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Jordan McAlister
------------------------------- MarkShnier__You6 years ago
Qrew Legend
Yes, a table can be related to itself and yes one parent may have many children. The question is what the key field is and it's it's record ID, how will the data actually get connected. It might take some one time Excel work.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- HeatherBryant26 years agoQrew Assistant CaptainHey guys,
Thanks for the responses. Here's some more info:
- The one-table requirement came about due to reporting and wanting to have all jobs in one table. I probably could have created two tables separately, and then a summary table for reporting. But I didn't, and at this point it's too late to turn back.
- The key field is not the Job #, it is the Record ID#, but it could be the Job #
- There aren't a ton of Sub-Jobs in the app yet, so If I changed the key field it wouldn't be me too messy to have to go back and relate them to the Parent Job. I have people adding Sub-Jobs from the Parent Job so I could add the Related Job # to the Add button and have QB relate the Sub-Job to the Job automatically
- This really isn't a make-or-break the app function, it's more of a user-friendly initiative.
I think you guys solved it with the same-table relationship. Based on the info provided above do you agree?
THANKS!
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Heather Bryant
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