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 Product...
Forum Discussion
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
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
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!
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Chris
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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
Qrew Legend
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.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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