ChristineKirk
7 months agoQrew Cadet
Rollup Help
I've added a new Parent table "Cases" table to my already-established Child "Call Records" table as suggested to me earlier this week, and created a bunch of roll-up fields so that our end users can enter their fields on their call, and it will roll up to the master Cases into summary fields. Previously, we delineated calls that were subsequent calls of a same case utilizing a field on the call record ("Continuation of Earlier Case"), but it created issues of duplicate data.
That said, two questions:
- Is there any way to create such summary but filter out answers = to "Unknown" or "Not reported", unless they are the only answer? I suppose the alternative is simply to have no answer. We've used Unknown/Not Reported on multi-select text fields for the ability to require the field nonetheless, but if on a subsequent call, the data is known, I'd like to disregard "Unknowns".
- Can I use the roll-ups to tie to another Parent table? I'd like to tie all these to the hospitals that call us. But in theory, it could one day be more than one hospital (e.g. patient transfers, two hospitals call us). I have a summary of hospitals, which today is universally one hospital deep -- but again, within the realm of possibility to be more one day.
These Case roll-up fields will power a lot of analytics that were on our Call Records previously - demographics of cases, etc., so a lot of variety in the static items creates another issue with data clarity/cleanup.
Thanks!