Parent Child Relationship Help
Hello - In one of my apps I have a parent child relationship and I would like a field on the parent level that shows the most recent value in one of the child fields for that record. As an examp...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendCan you tell us the definition of most recent?
Can we be guaranteed that the most recent one has the highest Record ID and that these children are entered in date sequence or do we need to get the meeting with the most recent date.
It's just a little simpler to grab the one with the highest Record ID.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Can we be guaranteed that the most recent one has the highest Record ID and that these children are entered in date sequence or do we need to get the meeting with the most recent date.
It's just a little simpler to grab the one with the highest Record ID.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Yes, that would work with the definition. Is that something I can do with a summary field?
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Thanks in advance,
Jennifer Paschal
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Thanks in advance,
Jennifer Paschal
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- MarkShnier__YouOK, here we go. One project has many meeting notes. On that relationship do a summary maximum of the Record ID and call it [Record ID of the most recent meeting note].
Look up [Record ID of the most recent meeting note] down to meeting notes.
Make a new Combined Text Summary field of the [Meeting Outcome] subject to the filter that the [Record ID#] = [Record ID of the most recent meeting note]
Then that will appear on the parent record as a textlist format which sort of looks like a bubble. You probably don't want that format showing on the parent record so make a new formula text field called [Recent Meeting Outcome] with a formula of
ToText([Combined Text Meeting Outcome])
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------- Thanks, this worked great! Appreciate your help!
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Thanks in advance,
Jennifer Paschal
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