Forum Discussion
MarkShnier__You
Qrew Champion
Well it sounds easy. Lookup those summary fields down to the lines table and trigger the Automation off a change on the lines.
The other approach is to have the status on the PO be a formula field based on those summary fields or a combination of a manual status field and those summary fields.
For example, you might have a manual status of Order Placed or Order Cancelled, but then have a calculated Status fields that would say that the Status is "Closed" if all lines have been received else, fall back to use the manual status.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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The other approach is to have the status on the PO be a formula field based on those summary fields or a combination of a manual status field and those summary fields.
For example, you might have a manual status of Order Placed or Order Cancelled, but then have a calculated Status fields that would say that the Status is "Closed" if all lines have been received else, fall back to use the manual status.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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MatthewWitzgall
4 years agoQrew Member
I have not yet tried this option.
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Matthew Witzgall
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Matthew Witzgall
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