table relationships
I am not sure if what I want to do is possible in QuickBase. I am building a database to track the handling of overpayments. That table is the "parent". I hoped to build relationships to two sub-ta...
Forum Discussion
This option in the form rule "when" dropdown:
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Charlie Murawski
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Charlie Murawski
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I have made a lot of progress with my database, but now I'm stuck on a new piece. Balances being collected are in a parent table named Overpayments. There is a Balance Changes table where users will record any changes to the balance due (whether + or - ) as of a certain date. I added a field in the Overpayments table named "current balance due". I would like to update that field with the newest balance due whenever a change is added. Based on some other discussions threads I found, I tried adding a summary field to my existing relationship and named it "Maximum As of Date". However, how do I update the Current Balance Due with the specific amount associated to that "maximum As of Date?"
I hope I make sense. Thank you for your help!
Alexis Evans J
Proprietary
- You're about 1/2 way there! Take your summary field you created and in that same relationship create a lookup field with it. Then you can create another summary field with the condition to only summarize where as of date = maximum as of date lookup.
I hope that makes sense!
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Charlie Murawski
------------------------------Hello again! I'm getting closer! The last piece is still not working for me. Right now, here are my current dynamic forms rules. I tried adding a 4th rule that would update the Current Amount due whenever the balance was not cleared, but a balance change was added. However, it didn't work for me. I'm not sure if I'm just setting it up incorrectly or if it is being blocked by one of the prior two rules. Currently, the first three rules below are working as expected. Thank you in advance!
Alexis Evans J
Phone (717) 671-5259Proprietary
Hello again! I have made so much progress thanks to your help!! I have another sticking point that I almost forgot to correct. I am using this database to work a collection process. There is a starting balance named "Original Deficit Amount". I also built a "Current Balance Due" field. I tried to use Dynamic Form Rules to make the following happen:
If the "Balance Cleared" is unchecked and the "Current Balance Due" is blank, then the "Current Balance Due" is updated to the "Original Deficit Amount"
If the "Balanced Cleared" is checked, the "Current Balance Due" is $0.00
Those two rules work as expected.
The last rule I am trying to add relates to "Balance Changes" made in a separate table. In that table, I built new summary and lookup fields. So, for the last piece, I want the database to do apply the following:
If the "Balance Cleared" is unchecked and the "Maximum As Of Date" has changed, update the "Current Balance Due" to the "Total New Deficit Amount". I have tried it with and without any condition related to the Current Balance Due field. Below is my most recent attempt. I don't know if I'm doing it wrong or if it's simply something I cannot do. I thought I read somewhere in the discussion forum that I won't be able to set multiple form rules for one field. If that is the case, how do you suggest I make this happen? I cannot make any mistakes....in an early attempt, I accidentally updated the Current Balance Due on ALL records to the same amount. I don't want to do that again!! J
Thank you in advance for your help!!
Alexis Evans J
Phone (717) 671-5259Proprietary
- Have you considered building the Current Balance Due field as a formula field instead of using form rules to fill it in?
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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