Forum Discussion

DanaDana's avatar
DanaDana
Qrew Cadet
9 years ago

Summary Field Date- need blank if not all dates are populated

I have a a parent-child relationship set up with a date summary on the parent. It's looking at all of the children for a specific date field and giving me a maximum date on the parent. Everything is working fine, except, if a date is not populated, I'm still getting the maximum date. I tried setting a summary filter that says not to summarize if the date field is blank. It's ignoring that filter and I'm still getting a date. 

Is there a simple work around to this? I have 7 dates that I need this process to work on. A picture is attached as a reference- All the red are for one field and all the blue are for the other. The top two circles should both be showing as blank and not a date. 

Thanks in advance! 
  • PhillipDennis's avatar
    PhillipDennis
    Qrew Cadet
    9 years ago
    There's probably a more elegant way, but I think this will work.
    1. Create a summary field in the parent table counting the number of work requests related to the parent record with blanks in work request date fields. Because additional matching criteria in summary fields ALL must be true, you might have to do this step for each date field you want to test. Like I said, not very elegant.
    2. Create a formula field in the master table that gives you the maximum date if the # of Blanks summary field is 0 or gives you a blank or a message if the # of Blanks summary field > 0.
    If you want screenshots or formulas as examples,  just let me know.
  • DanaDana's avatar
    DanaDana
    Qrew Cadet
    9 years ago
    This worked perfectly! Thank you so much for your help!