including related fields with summary lookups

There is a new summary field option for a combined text summary field.  Try that and if you need help formatting it, post back.

Unfortunately it appears that only text fields can be summarized with this. I tried summarizing the formula rich text fields, which are displaying various colored icons depending on the date, but it includes every icon associated with the related employee.

What I have is a table [flight checks] containing date fields with due dates and rich text fields that create colored icons based on the due dates. On another table for the related employee [basic info] I have created summary date fields that find the maximum due date. I would like to include the colored icons from that record in the report that I have created on the [basic info] table.

You were saying that your Combined text summary field when converted back to Rich Text text is showing all icons. That just means you were rolling up too many records.

You have a summary field of thr maximum date.

Look that up down to the Flight checks table

Then add a condition on your combined tact summary field to only include ehetecdate = Maximum date.

Thanks! I have it sorting correctly now but the icon is showing up as a hypertext link in the report as opposed to the icon itself.

Np

Change the field type to formula Rich Text.

Within the [flight checks] table the field is already formula rich text. When I summarize it on the [basic info] table the type is listed as Multi-select Text (summary) with no option to change it. The icons work correctly in reports created within the [flight checks] table. I'm uncertain where I am supposed to change it to formula rich text.

Step 1 is to do the Combined Text Summary field which will be up on Basic info

Step 2 is to make a new field which converts that to a formula Rich Text field

ToText([Combined Text Summary field])

Perfect. I hadn't thought to put it in it's own field, thanks!