Forum Discussion

SamRozenfeld's avatar
SamRozenfeld
Qrew Trainee
6 years ago

Marking record as updated based on record in related table

Hello, 

I have an opportunities table and a related activities table. Is there any way to mark opportunities table record as updated whenever I add new related activity record?
  • Can you be more specific about what "updates" you want to track?  As part of the relationship you can control formula-fields in your Opportunities table; or you can use automations to update the Opportunities table when new Activity records are added.  You definitely have choices - but you need to be more specific.
    • SamRozenfeld's avatar
      SamRozenfeld
      Qrew Trainee
      Sorry, I just wanted the record to be marked as updated when I view them in a report.




    • LauraThacker's avatar
      LauraThacker
      Qrew Captain
      This is a feature of Quick Base that is controlled based on the record being created or modified since you last saw it.  I would not recommend forcing "updates" to the parent-record simply to display that flag because that could cause you issues with reporting on the parent-table based on [Date Created] or [Date Modified].

      Instead, I would recommend using summary fields in the relationship to drive a field value (or status) to indicate that a new Activity has been added (and is not completed) which you could also attribute a time-frame to.  This could output a status-text field; a status-icon field or simply provide you a count-value that you would then add to your reports as you wanted them.