Limit child record status with a checkbox
I currently have two tables in my app, 'Vendors' (parent) and 'Vendor Contacts' (child) - one Vendor to many Vendor Contacts. In my Vendor Contacts table, I added a checkbox named 'Primary Contact...
Forum Discussion
You could use a data validation rule (advanced table settings) in your vendor contacts table.
1. Summarize # of primary contacts up to Vendors (you probably already have this)
2. Create a lookup of # of primary contacts down to Vendor Contacts
3. Create a data validation rule in Vendor Contacts, something like If [# of primary contacts]>0 (or not null depending on your field settings), "You already have a primary contact...."*
If you do have the reverse relationship you could also lookup that persons info back to vendor contacts as well and incorporate that into your data validation message, i.e. "...his name is xxxxxx"
hope that helps!
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Charlie Murawski
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1. Summarize # of primary contacts up to Vendors (you probably already have this)
2. Create a lookup of # of primary contacts down to Vendor Contacts
3. Create a data validation rule in Vendor Contacts, something like If [# of primary contacts]>0 (or not null depending on your field settings), "You already have a primary contact...."*
If you do have the reverse relationship you could also lookup that persons info back to vendor contacts as well and incorporate that into your data validation message, i.e. "...his name is xxxxxx"
hope that helps!
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Charlie Murawski
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Hi Charlie,
I tried summarizing the number of primary contacts up to Vendors, but I got an error message: "That summary function cannot be applied to this field".
Thanks,
Angel
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AR
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I tried summarizing the number of primary contacts up to Vendors, but I got an error message: "That summary function cannot be applied to this field".
Thanks,
Angel
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AR
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- You'd want to configure your summary as: "number of Contacts related to that vendor" and filter where primary contact = checked
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Charlie Murawski
------------------------------- MarkShnier__You
Qrew Legend
Charlie
I think that there is a simpler approach.
You already have a relationships which is the reverse relationship where 1 Vendor Contact has many Vendors. Obviously that is the Primary contact and conveniently the lookup info for the Primary contact will be available right on the Vendor record. Also by the fact that the Vendor may only have 1 "Parent" as a Primary contact, you can only select one. There is not a way to select more than one.
If you want to flag the child table or colour it to indicate which is the Primary, just make a field summary field on the reverse relationship to count the # of Vendors. Where that is not zero, then that is the Primary Contact.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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