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?
Forum Discussion
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.
- Sorry, I just wanted the record to be marked as updated when I view them in a report.
- 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.
