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QuentinFleischf's avatar
QuentinFleischf
Qrew Cadet
6 years ago

Snapshot Update

I have 2 tables - Table A and Table B - that are related.
In the records in Table B I have a field - Field A - that is a lookup field back to Table A.
I also have a field in Table B - Field B - that is a snapshot of Field A.

The logic is if a user does not have permission to view the related record from Table A then Field B is displayed on the forms for Table B. If they do have permission they will see Field A.

The issue I have is that if someone edits Field A in Table A naturally the snapshot field, Field B in Table B, is not updating given its nature. To update I need to review an exception report and manually update Field B by re initializing the field for existing records.

I am wondering if there is possibly a solution to this that I am missing? Could I 'trigger' an update of Field B somehow through a table-to-table import or something different? I am thinking not however would be keen to hear before tackling a possible rebuild of my architecture.

Thanks,
Quickbase Automations
Relationships
Tables and fields
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    It sounds like you are doing this to solve a Permissions issue.

    How about if when the Table B Record is Saved, you trigger an Automation to Copy the lookup field into a scalar mirror field.

    But then as you point out, you need that scalar field updated if it�s lookup value changes due to an Edit if the Parent record. You can also use an Automation to trigger a saved table to table import, merging Table B into itself and mapping the lookup field into the scalar field. The saved table to table import will be filtered where the lookup field is not equal to the scalar field.
    • QuentinFleischf's avatar
      QuentinFleischf
      Qrew Cadet
      6 years ago
      Thanks Mark, will have a play around with that, appreciate the advice! Can I assume by scalar field you mean data entry field? Sorry.
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      6 years ago
      Yes, I have heard Quick Base software people use that word. �Scalar� = a Data entry field.
    • QuentinFleischf's avatar
      QuentinFleischf
      Qrew Cadet
      6 years ago
      Had some issues implementing the first part above but worked through it. Both solutions are working perfectly and meet my requirements. Thank you, again!

      (side question - how do I mark these questions as 'answered' rather than 'in progress' as I have a number you have replied to and I would like to close off)