Forum Discussion

ZintJoseph's avatar
ZintJoseph
Qrew Captain
7 years ago

Need multiple fields to lookup from a child to a parent record

I cannot begin to stress how much trouble I have with reverse lookups....so with that being said

I have a Projects Estimate table and an Equipment Descriptions table that has type, description, price etc.

I am building a simple mobile app that our sales team will be able to stand in front of the customer, plug in some data and get an estimate. What I need is about 10-15 lookups to pull the part description and unit price of each item so that I can multiply those by a quantity field for each item.

I have tried several times to pull these fields in but they are just blank

  • I created the one to many Project Estimates have many Equipment Descriptions
  • I created the summary field of the max of the equipment table record ID
  • I created the many to one Equipment to Project Estimates and used the max and the related equipment.
  • I created another summary to look at the total of the unit price and a filter for the part description....nothing!
Any help is greatly appreciated
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    7 years ago
    It might just be me, but it seems like you might need another table.  Basically a joined table that would be your "Project Estimate Line Items"

    Then when you add a line item, you pick the product (all the lookups come with it, Price), then they entry the Qty.  And a simple formula gives you the cost per line item.  Then a summary for the total estimate cost.

    Not sure the reverse relationship is needed.



    Matthew Neil - Product Specialist