Need Last Primary, Secondary and Tertiary Approver in Parent Table

Question

I need to get the latest (max) approvers from a Status Log child table into the parent JE table to facilitate monthly reporting.&nbsp; There are 3 approval/approver levels: 1) Primary, 2) Secondary and 3) Tertiary.&nbsp; Each level contains the name of the person who can approve at that level.&nbsp; As each approver approves a specific JE record that approval is recorded in the Status Log table.&nbsp; Since there can be some back-and-forth in the approval process there can be multiple approvals/approvers at each level and different people can approve at same level in subsequent approvals.&nbsp; I need to get the MAX or Latest approver name for each level ... Primary, Secondary and Tertiary back into the parent JE table to facilitate a report that shows the latest actual approver name for each JE record.Parent JE (parent table)&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Status Log (child table)------------------------------------------&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ---------------------------------------------JE record #1​&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;JE submitted by Bob&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Primary Approval - Paul receives/reviews Bob's JE and approves&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Secondary Approver - Jane reviews the JE and kicks it back to Bob for more info&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Submitter - Bob attaches additional info and re-submits&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Primary Approver - Mary approves (not Paul this time)&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Secondary Approval - George approves&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Tertiary Approval - Rosa reviews and kicks the JE back to Bob to collect more info&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Submitter - Bob attaches additional info and re-submits&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Primary Approval - Paul&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Secodary Approval - George&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Tertiary Approval - CharlesI need to capture the names in red and push them back to the corresponding record in the JE table.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;------------------------------Paul AgnewIT ManagerPeak PropertiesCA9494070409------------------------------

paulagnew · Answer

Any tips and recommendations?------------------------------Paul AgnewIT ManagerPeak PropertiesCA9494070409------------------------------

markshnier__you · Answer

Yes i do.&nbsp; While this can probably be done, it will require a a log amount of code to parse out the pieces and then do the logic.&nbsp; It's gunna be ugly.A far more flexible solution would be to write out child records for the approvals.&nbsp; Then it will be way easier get at the various approvers.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

paulagnew · Answer

Thank-you Mark.&nbsp; The approval child records are stored in the Status Log (child table).&nbsp; This is more-or-less working now via an automation that calculates the "latest" Primary, Secondary and Tertiary approver.&nbsp; I'll pose additional questions as I run into any problems.Again, thanks so much.Regards,Paul------------------------------Paul AgnewIT ManagerPeak PropertiesCA9494070409------------------------------

Forum Discussion

Need Last Primary, Secondary and Tertiary Approver in Parent Table

3 Replies

Related Content

Primary Key change

Secondary Keys

Primary Key creation

Reporting via a secondary record to to primary record in table that has relationship to inself

Force Secondary Chart Y Axis to Use Same Scale as Primary Y Axis

Recent Discussions

Save & Redirect in a Formula URL Using API_GenAddRecordForm

Many to Many too Many...

Selecting which fields to display from Formula URL searches

Bulk create child records from selection list

(Pipelines) Get Users in Role / Process XML from HTTP API