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StanleyMelling's avatar
StanleyMelling
Qrew Member
5 years ago

Trying to Capture a dollar value in a Numeric Field (Currency) such that . . .?

Hey Y'all, I am trying to capture a dollar value - from our catalog for orders and quotes such that it is a snapshot of the value when the order or quote is created the dollar value on that day an ti...
Quickbase Sync
Tables and fields
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
When you set the snapshot field up, did you select the checkbox to initialize all the existing records to have the lookup value frozen?  If not, then deselect that as being a snapshot field and reselect it as being a snapshot field and then use the checkbox to initialize.

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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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StanleyMelling's avatar
StanleyMelling
Qrew Member
5 years ago
Mark, 
Thanks for the input! I don't know how to do as you have suggested. I don't see any check boxes on the Numeric (Currency Field) to "Initialize" the data to that field. I tried unchecking the snap shot to see if I could see an Initialize checkbox. Could not find. Here are some images of what I have - maybe that will help reveal what I am doing wrong.

I can send other screen shots if that will help solve the mystery.
Thanks for your help!
Stan


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Stanley Melling
Director - Special Projects & New Frontiers
ModTruss, Inc.
Fond du Lac WI
844.663.8787 ext. 715
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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    5 years ago
    Stanley.

    1. Uncheck the check so it's no longer a snapshot. 
    2. Check the checkbox to make it a snapshot and select the lookup field. 
    3. There will be a new checkbox right below the lookup field asking if you want to initialize.

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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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