List of child records on a parent record
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...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew Legendnp,
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
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. The formula below will convert it from a bubble appearance to a vertical list.
SearchAndReplace(ToText([My combined Text Summary field]), " ; ", "\n")
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Mark Shnier (YQC)
mark.shnier@gmail.com
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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
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. The formula below will convert it from a bubble appearance to a vertical list.
SearchAndReplace(ToText([My combined Text Summary field]), " ; ", "\n")
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- Thank you so much! I think I might even have done this before at some point and forgot, sheesh.
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Elena Larrabee
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