Save Daily Summary in new table
My question is similar to this one, but either my question is a little different or I can't figure it out: https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKe...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendIs the managing Location from a table of Managing Locations or is it a simple multiple choice field?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
It is a simple multiple choice at this point.
------Original Message------
Is the managing Location from a table of Managing Locations or is it a simple multiple choice field?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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- MarkShnier__YouOK, so all you need to do is to create a table of Locations and set the Key field to be the location name.. The go to that multiple choice field properties and copy the choices onto your clipboard.
Then go to import / export for that Locations table and import from clip board and populate the same choices.
Then make a relationship back to the details table based on that multiple choice field. One Location has many detail records. The multiple choice field will now convert to be the reference field from that table.
Then make a summary on the Locations table for your daily stats that you want to capture.
The go to import / export and set up a saved table to table copy from locations to the stats table. You may also need to create a formula date field in Locations for Yesterday as you will need to populate the date.
Then lastly set up an Automation to run that saved table to table import every day.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------That worked perfectly. Thanks Mark!
------Original Message------
OK, so all you need to do is to create a table of Locations and set the Key field to be the location name.. The go to that multiple choice field properties and copy the choices onto your clipboard.
Then go to import / export for that Locations table and import from clip board and populate the same choices.
Then make a relationship back to the details table based on that multiple choice field. One Location has many detail records. The multiple choice field will now convert to be the reference field from that table.
Then make a summary on the Locations table for your daily stats that you want to capture.
The go to import / export and set up a saved table to table copy from locations to the stats table. You may also need to create a formula date field in Locations for Yesterday as you will need to populate the date.
Then lastly set up an Automation to run that saved table to table import every day.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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