Forum Discussion

BrianDunk's avatar
BrianDunk
Qrew Cadet
23 days ago

Populating Child Table Date Field to Parent Record

I have a Parent/Child table relationship for two tables.   On the Child table there is a date field that I would like to populate up to the Parent table for use on every new child record in the Child table.  Do I need to create a new one to many relationship for the current child table to the current Parent table flipping them in this new relationship or can this be done in the current relationsip?

Thanks

Brian

3 Replies

  • Is it a Date field from the first child created that you want to summarize up to the Parent? 

    If so you can go to the Relationship and make a summary Minimum of the [Record ID#].  Then look that up down to the children.

    Then make a new summary field of the Minimum of the Date field subject to the filter that the [Record ID#] = [Minimum Record ID# (summary field lookup)]

    • BrianDunk's avatar
      BrianDunk
      Qrew Cadet

      Hi Mark,  Thanks for the reply.  Yes, the field I want to summarize up to the parent is a Date field.   I created summary "Minimum Record ID#" using [Record ID#] as seen below.  

      The Minimum Record ID# field ha the following attributes:

      I did not understand the last part: "Then make a new summary field of the Minimum of the Date field subject to the filter that the [Record ID#] = [Minimum Record ID# (summary field lookup)]".

      Am I doing this in the same relationship as the above?  So, another summary field created in the same location as "Minimum Record ID#" but setup the following way:

      Summary

      Minimum for the field: [EFP Date]

      How do I do the:  [Record ID#] = [Minimum Record ID# (summary field lookup)]"?  Is this in the Child Table?

       

  • There was a step in my instruction to look up that summary field of the minimum record ID down to the child table. Once you do that, then when you make the next summary field, you will have a filter for it

    Now you have not really explained to me if you have 10 children for the parent how do I know which child record's date field  do you want summarized. 

    If you simply wanted to know the minimum date of all the children, then you can just do a summary minimum on that date field. But my solution is a little more complicated because I made the assumption that you wanted the date field from the very first child to be summarized, back up to the parent record.

    Feel free to post back if it's still not clear or I'm not understand understanding your use case