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...
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!
------------------------------ 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!