Link Records for Grouping in Same Report
I have a table that has 'Material Number' and 'Linked Material Number'. there could be 5 records with different Material Numbers, but all have the same 'Linked Material Number'. There can be 'Mate...
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You would need a relationship to a new table called Linked Material Number. That would have a relationship down to the detail records and it would be able to summarize the information you need and look it up back down to the detail records.
The key field of that table would need to be set to be the field Linked Material number.
To initially populate that Table you would need to make a summary report on Linked material number to get all the unique values and then copy them, across to the new table.
If you go to add a record and the parent is not there, then you would need to create a new Linked material record for it. Alternatively if you want to continue to be able to just free form in the data for Linked Material, there is a way with using an Action to auto create the parent record.
So this is kind of tricky to set up if you are new to Quick Base. You may need some one on one help with this or several iteration on this forum here.
The key field of that table would need to be set to be the field Linked Material number.
To initially populate that Table you would need to make a summary report on Linked material number to get all the unique values and then copy them, across to the new table.
If you go to add a record and the parent is not there, then you would need to create a new Linked material record for it. Alternatively if you want to continue to be able to just free form in the data for Linked Material, there is a way with using an Action to auto create the parent record.
So this is kind of tricky to set up if you are new to Quick Base. You may need some one on one help with this or several iteration on this forum here.
- Think I understand what you are saying, but we are adding to the parent table 'COGS' daily, would i want in turn add any new linked material numbers to the 'linked material number' table? I would never have anything added to the new 'linked material number' that wasn't in the parent table.
thank you for your help. - Yes, so the Parent records in the Linked Materials table could be created automatically by an Action.
- But i need to be able to edit the records in the COGS table, will this allow me to do that?
- If you are asking if you can Grid Edit the Material Number records while sitting on a COGS record, yes you would be able to do that if you use an Action.
But there is a tricky part here in that the relationship to the Linked Material table will need to be via a formula field which mirrors the value of the Linked material input field. That way the user can just free form data entry the Linked Material data and the Action will create the missing parent Linked Material Record if it is needed. I don't think that the Grid Edit would let you have that pop up to Add new Linked Material if it was not there already.
