Forum Discussion

YangYang's avatar
YangYang
Qrew Member
10 years ago

How do you use snapshot on fields from the same table?

I'm trying to manage hundreds of dates.  The reason for snapshot is so that if the one date gets changes, I'll still have record of the original date no matter how many times its been changed.  Unfor...
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QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
10 years ago
Well, in fact you can relate a table to itself and pull snapshot field.  Make a formula numeric field called [Record ID# mirror] with formula of [Record ID#] and make your reference field on the right side of the relationship that field.  Pull down [Construction Date lookup] as a lookup and then make a field called [Original Construction Date] as a snapshot of [Construction Date Lookup].



Be sure that Construction date is a required field or else it will snapshot a blank Construction date.
  • GianniGiacchi's avatar
    GianniGiacchi
    Qrew Trainee
    7 years ago
    I am in the situation where the date field i need to snapshot is not and cannot be required because it usually gets populated a few weeks after the record is made. However, I do not want a blank snapshot. I want a snapshot of that date field when it is first changed/populated with a non-zero date.

    Is this possible to achieve?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    You could have a checkbox field called Lock date edits. 

    Then have a form rule that says 
    when the record is saved and the date is not blank
    then
    Action change lock date edits to checked.

    Then another form rule to make read only date when that checkbox is checked.