Forum Discussion

GunshamLakhiani's avatar
GunshamLakhiani
Qrew Cadet
6 years ago

More elegant way to summarise records based on condition .

We assign product wise relationship manager to our clients , data looks like

SalesRep | Department | Company  | Default

Tom | Footwear | Walmart | Yes
John | Bags | Walmart |Yes

When a relationship manager changes , a new sales rep is assigned .

SalesRep | Department | Company  | Default

Nancy | Bags | Walmart |Yes
Tom | Footwear | Walmart | Yes
John | Bags | Walmart |NO


Using Max Record ID / Summarized view/ Formula based on Department(hardcoded) , I'm able to determine who's the latest sales manager . I hope I'm clear 

I got the technique from this thread .

is there a more elegant way to do this without hardcoding ?



------------------------------
Gunsham Lakhiani
------------------------------
Relationships

2 Replies

Sort By
  • EricMohlman's avatar
    EricMohlman
    Quickbase Staff
    6 years ago
    Gunsham,

    Without knowing much more, I would solve this by creating a Changes or a Histories type table. You could then have an automation trigger off of one of these fields being modified, and push all four items to your other table. With a relationship in place as well, you'd see a running history of what changes were made and when they occurred.

    If this doesn't solve your need, please provide further details and I'll be happy to help further.

    Eric

    ------------------------------
    Eric Mohlman
    ------------------------------
    • GunshamLakhiani's avatar
      GunshamLakhiani
      Qrew Cadet
      6 years ago
      Eric,
      Thank you this is in fact the behaviour I wanted to achieve . Very Very elegant indeed. 

      Cheers

      ------------------------------
      Gunsham Lakhiani
      ------------------------------