Solved
Limit the summary text records to the most recent 3 child records
When I am creating a summary text field on my parent table, is there a way that I can limit the child records to the most recent 3 records? Parent (Invoices) -> Child (comments) We only want to se...
- If you're referring to the new combined-text summary field; then you need to first identify what the 3 most recent child-table records are. You can do that with the following:
1. Summary field between Invoices < Child called [Maximum Record ID#] where you are pulling the Maximum [Record ID#] value
2. Lookup field to Child table [Maximum Record ID#]
3. Summary field between Invoices < Child [2nd Maximum Record ID#] = Max Record ID# where [Record ID#] is NOT equal to [Maximum Record ID#]
4. Lookup field to Child table [2nd Maximum Record ID#]
5. Summary field between Invoices < Child [3rd Maximum Record ID#] = Max Record ID# where [Record ID#] is NOT equal to [Maximum Record ID#] and [Record ID#] is NOT equal to [2nd Max Record ID#]
6. Lookup field to Child table [3rd Maximum Record ID#]
7. Formula field (checkbox)
If([Record ID#] = [Maximum Record ID#] or [Record ID#] = [2nd Maximum Record ID#] or [Record ID#] = [3rd Maximum Record ID#], true, false)
8. Combined Text Summary Field: Combine text where [Formula-Checkbox Field] = true.
This way your combined Text will constantly change as your Child-Records update
A more convoluted way to do this would be via reverse relationships; which would also be helpful depending on how you want to "view" these comments; in a combined text field; they will all be in a single-field separated. Via 3 relationships they will be in separate fields.
