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AndrewRyder's avatar
AndrewRyder
Qrew Cadet
6 years ago

Updating parent status field from children

Hi,

I have a traditional "Production" with child table "Production Tasks" table setup and linked. It encapsulates our company where different departments have tasks for a production and the Production cannot be complete until all tasks are done. I can use Actions to, if the parent has its status changed, push this to all children. Is there a way to do something like a reverse action where if all a Production's Tasks have been set to status complete, it updates the parent? I can think of how to do this via the API but figured there might be something in Actions/Automations that would take care of this.

Thanks!
Quickbase Automations
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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    No problem.

    You can make a summary field of the # of incomplete tasks and look that up down to the children. 

    Then set up an Automation to fire when a child task status changes to complete and the [# of incomplete tasks] = 0
    • ChrisFaye1's avatar
      ChrisFaye1
      Qrew Cadet
      6 years ago
      This is great! Similar question, if you have a second. 

      I'm looking to update a field in the parent field based on the status of the most recent child record dates. 

      Here's a quick breakdown - 
      Working with Apartments and residents
      - If a unit has a child record (resident) assigned to it I would want it to update the status (Pending Move-In, Occupied, etc.) based on the dates indicated in the resident file. The tricky part is when the unit has had multiple years of renters - making sure the parent is always referencing the most recent child record associated with the unit. 

      If you need more info, please let me know! Thank You!

      ------------------------------
      Chris
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        Chris,
        You can make a Summary maximum field for the Maximum of the say Move in Date or lease start date - whatever it is called.  That will identify the correct record to be working from.  Let's call that [Most Recent Apartment Lease Start Date]

        Then you can look that up down to the child records.

        Then you can do another summary maximum of any for the date fields such as least start date or lease end date and filter then where the lease start date = the value n the field [Most Recent Apartment Lease Start Date]

        That will allow you to flot date fioelds up to the parent record.

        Then the Status of the Apartment should be driven by a formula based n the dates of the most recent residents record.  ie it will "self calculate as posed to being "updated" - it will be a formula field.


        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        markshnier2@gmail.com
        ------------------------------
  • AndrewRyder's avatar
    AndrewRyder
    Qrew Cadet
    6 years ago
    Mark,

    That did the trick and was quite easy. Thanks!

    Here is the screenshot from the summary field to possibly help others in the future. Go under Table-to-table relationships for the parent, add summary field: