Forum Discussion
JENNIFERPASCHAL
3 years agoQrew Trainee
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__You
Qrew Legend
3 years agoOK, 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
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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
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- JENNIFERPASCHAL3 years agoQrew TraineeThanks, this worked great! Appreciate your help!
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Thanks in advance,
Jennifer Paschal
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