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TylerFoy81's avatar
TylerFoy81
Qrew Member
2 months ago
Solved

Pulling A date from anther form based on a text field name

I am trying to have a form when a name is selected from a text multiple choice [Employee Name] search for the last time they checked something [date last tested] 

So when they select their name it auto pulls the date they last tested automatically. 

  • There is a way to do this but only if you create a table of Employees.  Then you would have a relationship where 1 Employee has many tests and you can make a summary field for the highest test date.  Then you can lookup that field down to  tests.

    If this is a new app I suggest having the key field of the employees table be the Record ID, and then go to the relationship and lookup the employee name and set the field properties for the field [Related Employee} to set the Proxy to be the name field.

     

    If you have a lot of existing data, you could set the key field to be employee name and make the relationship tio thr tests table to be your current multiple choice field.

    In general, a multiple choice fields should just be used for fields like a status field or some kind of selection where there are a very limited number of fixed choices as its quite limited what you can then do with that field.  So a Relationship is a more robust solutions.

3 Replies

  • There is a way to do this but only if you create a table of Employees.  Then you would have a relationship where 1 Employee has many tests and you can make a summary field for the highest test date.  Then you can lookup that field down to  tests.

    If this is a new app I suggest having the key field of the employees table be the Record ID, and then go to the relationship and lookup the employee name and set the field properties for the field [Related Employee} to set the Proxy to be the name field.

     

    If you have a lot of existing data, you could set the key field to be employee name and make the relationship tio thr tests table to be your current multiple choice field.

    In general, a multiple choice fields should just be used for fields like a status field or some kind of selection where there are a very limited number of fixed choices as its quite limited what you can then do with that field.  So a Relationship is a more robust solutions.

    • TylerFoy81's avatar
      TylerFoy81
      Qrew Member

      I think I'm following so my [Employee Name] is already a Table by it self then brought down to the Exam. now make a summary field of the latest summary date and bring it back into the child record as a lookup field.

       it worked! Thank you! now can I make that go further by tagging the location too?

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        Are you saying that the test has a location where the test was taken and you want to float that up to the parent Employee record to have available as a lookup down to tests when adding a new test?