Forum Discussion

RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
8 years ago

how do i use a child record on a parent table?

what I mean is, that I want value on the child's table on the parent table. I have a relationship that goes from Customers to Invoices, I wanted to copy/link one of the records on the invoices table ...
Forms
Formulas and functions
Relationships
ChuckGrigsby's avatar
ChuckGrigsby
Qrew Cadet
8 years ago
Whats the criteria for the one related invoice you want to link? most recent? something else? You could create a summary field that chooses the maximum record ID for the child table. This should give you the most recent. However you can add additional criteria like if a field is set to a certain value, then it will be the most recent record that matches that criteria. Then on the summary field, choose to link to the related record. Place that summary field somewhere on your form on the parent table. Make sense?
ChuckGrigsby's avatar
ChuckGrigsby
Qrew Cadet
8 years ago
Without creating another relationship to pull the child record values back up to the parent all you can really do is create a link to the record. Not pull the value.  Without custom script that is which would be simple and happy to show ya over screenshare if you like. But you could still set a criteria on the date field.
chuck@chuck.support