Forum Discussion

frnmj's avatar
frnmj
Qrew Member
2 years ago
Solved

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 C...
Tables and fields
  • MarkShnier__You's avatar
    MarkShnier__You
    2 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

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
2 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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  • frnmj's avatar
    frnmj
    Qrew Member
    2 years ago
    Thank you for the clarification. I just tried it out and it does not seem to work so I did some digging and I found out that the Files table is actually connected to a File Type table. What changes should I make in the summary field to make it work?


    EDIT
    Also, it should still work for existing records, right?

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    frnmj
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    • MikeTamoush's avatar
      MikeTamoush
      Qrew Commander
      2 years ago
      Are you saying that your relationships are as follows:

      Client has Many Files
      Files has many File Types?

      Are there 3 tables in play? And if so, is it possible for one file to have many file types? Why does that relationship exist, instead of the file type being a simple multiple choice on the file table?

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      Mike Tamoush
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      • frnmj's avatar
        frnmj
        Qrew Member
        2 years ago
        That was indeed a rookie mistake, it was structured a long time ago and I just revisited it recently. Is there a way I can correct this?

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        frnmj
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