Select Parent record based off two fields
I have a table named Channels and a Table named Frequency Blocks. Each Channel as a numeric field with a Center frequency and each Frequency Block has a numeric field named Start Frequency and a numer...
Forum Discussion
(Evan I think you're on the right track, though we can get away without adding the extra step of the user manually selecting a range!)
Hi Layton, I've helped others roll up data under ranges or time periods and you can do this with a little setup. I'm making the same assumptions Evan did, and I'm also assuming here your Frequency Blocks table has a text field giving the range, and that the range field is the key field. You'll need that to automatically associate the channels with the proper frequency block.
On the Channels table, you'll need a text formula to calculate the proper frequency range, plus an automation to take the formula's value and update the reference field (which will relate the channel to the proper frequency block). So when a new channel is added, the automation will allow the new record to update itself.
The formula will look something like this:
The automation will be set up like this:
WHEN a record is added to the Channels table,
MODIFY records in the Channels table.
In the modify records action, click the "Filter Records" heading and change the filter so it looks like this:
(Record ID#) (is equal to) (the value) (Trigger:Channels - Record ID#)
Finally, under "Select fields and specify values", change the line below so it looks like this:
(Related Frequency Block) (Copy value from another record) (Trigger:Channels - Center Frequency Formula)
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Brian Cafferelli
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Hi Layton, I've helped others roll up data under ranges or time periods and you can do this with a little setup. I'm making the same assumptions Evan did, and I'm also assuming here your Frequency Blocks table has a text field giving the range, and that the range field is the key field. You'll need that to automatically associate the channels with the proper frequency block.
On the Channels table, you'll need a text formula to calculate the proper frequency range, plus an automation to take the formula's value and update the reference field (which will relate the channel to the proper frequency block). So when a new channel is added, the automation will allow the new record to update itself.
The formula will look something like this:
If([Center Frequency] > 75 and [Center Frequency] <= 100, "76 - 100",[Center Frequency] > 50 and [Center Frequency] <= 75, "51 - 75",[Center Frequency] > 25 and [Center Frequency] <= 50, "26 - 50",[Center Frequency] > -1 and [Center Frequency] <= 25, "0 - 25")The automation will be set up like this:
WHEN a record is added to the Channels table,
MODIFY records in the Channels table.
In the modify records action, click the "Filter Records" heading and change the filter so it looks like this:
(Record ID#) (is equal to) (the value) (Trigger:Channels - Record ID#)
Finally, under "Select fields and specify values", change the line below so it looks like this:
(Related Frequency Block) (Copy value from another record) (Trigger:Channels - Center Frequency Formula)
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Brian Cafferelli
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- Great idea, Brian! I had forgotten that we have a couple of tables like this, as well.
Is there any advantage of using an Automation vs Webhook in scenarios like this?
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Evan Westbrook
PRIME Developer
Harder Mechanical Contractors Inc.
Portland OR
------------------------------- Automations are the way to go here, for sure! Generally I recommend automations over webhooks for QB-to-QB workflows, because they let you chain up to 50 steps together where webhooks are use a single IF-THEN trigger. Webhooks, on the other hand, are clutch wen you need a change in Quick Base to trigger an event in some other system.
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Brian Cafferelli
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