List of child records on a parent record

Question

Hey everyone, I have a kind of complicated situation I'm trying to address. I've seen others ask a similar question on the forum and I haven't yet seen an answer, but here goes:

I need to create a text field that is a concatenated list of related/child records on a parent record, so that it shows up as a text field on that record within a report.

Essentially I have a table called "pull list items" and each item has a unique set of "support items" that need to be visible on a report of all pull list items on a form. I'm still figuring out the best way to structure this whole relationship, but I know for sure I'll need a way to copy these records as a list into a text field.

Any ideas?

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Elena Larrabee
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markshnier__you · Answer

np,Create a text field or use an existing field containing the details that you want to roll up. Then make a combined tax summary field and that will roll up all the unique instances of that field up to the parent record&nbsp;&nbsp;Then what I normally do is to create a new formula text field in order to improve the appearance of the combined text summary field.&nbsp; The formula below will convert it from a bubble appearance to a vertical list.&nbsp;SearchAndReplace(ToText([My combined Text Summary field]), " ; ", "
")------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

elenalarrabee1 · Answer

Thank you so much! I think I might even have done this before at some point and forgot, sheesh.------------------------------Elena Larrabee------------------------------

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List of child records on a parent record

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