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BarbaraAlvarez1's avatar
BarbaraAlvarez1
Qrew Member
2 years ago

Exact forms. Can I pull a field from an imbedded grid table?

Hi,  I have an imbedded grid table from a relationship in my exact form.   I need to use one of those fields further down in my from.  Is there any way I can extract a field from the grid table? The ...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
I'm trying to understand your question.  You have a parent and say 20 children.  When you say that you want to pull a field form the children,  which of the 20 record do you want to pull a value from?

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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BarbaraAlvarez1's avatar
BarbaraAlvarez1
Qrew Member
2 years ago
Sequence is ...
    select and save an agency  
       then add  Type-A record(s)  to the agency 
       then add a Type-B record to the agency 
 I then can print the form. 
The exact form then shows the agency,   
    and the Type-A report grid 
    and the Type-B report grid. 
Then I build a small table in the form that needs to populate a column with a field value from  the Type-B record(report)  - Client name.   So I need the client name related to the Agency record save.     Hope that is understandable.

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Barbara Alvarez
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 years ago
    OK, so this is not an exact forms issue.  The issue is how to float up some data form a child table into a clean field on the parent record.  Then the Exact form is easy as you have a clean field to use.

    I'm not sure I fully understand what your form and relationships look like, but I suggest making editing the relationship to create a combined text summary field of the Client Name.
    Then make a new field with the formula 
    ToText([Client name])

    and use that field on the Exact Form.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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