Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
you can do this to fully automate this.
Make a table with just 1 record in it. Call it Todays Open Totals. It will be record ID# of 1.
Make a relationship to all your details records with a formula field called [Link to Totals (=1)] with a formula of 1.
Make 6 Summary total fields on that relationship to get at those same totals you see in the summary report.
Great, now you have the totals in a place that is real (not just on a report). How can you Automatically on a daily scheduled basis create 6 records in a new table you will create called Open Totals History. Of course to Automate we will use an "Automation" And it will be a Scheduled Automation. See the link for help.
Make a table with just 1 record in it. Call it Todays Open Totals. It will be record ID# of 1.
Make a relationship to all your details records with a formula field called [Link to Totals (=1)] with a formula of 1.
Make 6 Summary total fields on that relationship to get at those same totals you see in the summary report.
Great, now you have the totals in a place that is real (not just on a report). How can you Automatically on a daily scheduled basis create 6 records in a new table you will create called Open Totals History. Of course to Automate we will use an "Automation" And it will be a Scheduled Automation. See the link for help.
EvanPettit
4 years agoQrew Member
Hello,
I have this summary table, any idea on how to get a daily snapshot? Your instructions weren't quite clear and I am new to Quickbase.
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Evan Pettit
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I have this summary table, any idea on how to get a daily snapshot? Your instructions weren't quite clear and I am new to Quickbase.
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Evan Pettit
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