Forum Discussion

AnthonyWong1's avatar
Qrew Member
2 years ago

Snapshot for a look-up field?


I have a table that contains my sales reps and their commission plans.

Whenever I generate a project in my projects table, it links the sales reps' commission percentage to each project.

I have a 3rd table (Costs) that calculates fixed costs on projects and calculates commissions related to this information. The look-up numeric field pulls the commission amount from the projects table.

I'm trying to make the look-up field in Costs for the commission percentage be a snapshot, as contracts and commissions change, i can't have it affect older projects that were created during a different contract value.

Whenever I change the field to a look-up field, the snapshot option disappears.

Can someone help me with this?

Thank You So Much

Anthony Wong

1 Reply

  • You have a lookup field.
    make a new field of the same type, for example numeric, and at the bottom of the field properties set it to be a snapshot.

    Mark Shnier (YQC)