Forum Discussion

frnmj's avatar
frnmj
Qrew Member
3 years ago

How to heck if other table has a certain attachment

Hello, I have two tables [Client & Files] connected and I'm wondering if there's a way to check the Files table if certain "File Type" has been uploaded for that specific Client.

For example, the Client record has a status field that can only be set to "Complete" if a "Profile Picture" has been uploaded. 

Thanks in advance!



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frnmj
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Tables and fields
  • MarkShnier__You's avatar
    MarkShnier__You
    3 years ago
    So 1 Client has many files.  Make a summary field for "ANY" of where the filker is that the [File Type] is equal to Profile Picture.

    Then you can have a form rule that says when the record is saved and the status = complete, then abort the save if [Any Profile pictures] is false

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 years ago
    So 1 Client has many files.  Make a summary field for "ANY" of where the filker is that the [File Type] is equal to Profile Picture.

    Then you can have a form rule that says when the record is saved and the status = complete, then abort the save if [Any Profile pictures] is false

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • frnmj's avatar
      frnmj
      Qrew Member
      3 years ago

      Sorry it took me a while to respond and thank you so much for your reply. I'm not quite sure what this means "Make a summary field for "ANY" of where the filter is that the [File Type] is equal to Profile Picture."

      This is what I got so far:

      I think I got the Matching Criteria part right but I don't know what to choose/put under "A summary of a specific field".



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      frnmj
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      • MikeTamoush's avatar
        MikeTamoush
        Qrew Commander
        3 years ago
        You're almost there. Choose the middle option in your summary field (Whether there are any files related to that tax return). Keep that filter.

        The summary field will be a checkbox. If the checkbox is checked, you're good, profile picture has been uploaded. If not, no good.

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        Mike Tamoush
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