Forum Discussion

Qrew Member

5 years ago

Updating Threshold Data without losing History

Hello! I have a table which contains daily orders by item, by location, by date. I have another table which counts the # of lines of the daily orders along with the total cost of those orders at t...

MarkShnier__You

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Qrew Legend

5 years ago

Are you saying that you have a table of Dates with Key field as the date and then a relationship where 1 Date has many Orders? And is the threshold value is set on the Dates record?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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LauraBeverley1
Qrew Member
5 years ago
Hi Mark,
Thank you for responding. Yes, you are correct:
1. I have a date table where the key field is the date (relationship is 1 date has many orders)
2. I have a detail table which includes multiple records for each day and is used to total the lines and cost into the "date" table - the record ID is the key field in this table
3. I have the "Threshold" data in the ROQ date table (listed next to each day)

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Laura Beverley
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- MarkShnier__You
  Qrew Legend
  5 years ago
  Is your Threshold field a formula or a data entry field?
  
  If it's a formula just equal to a number, you can make a formula based on the date field to set the Threshold.
  
  If it's a data entry field you van just grid edit or mass update (using Search and Replace off the more button) the future records to have the new threshold value.
  
  ------------------------------
  Mark Shnier (YQC)
  Quick Base Solution Provider
  Your Quick Base Coach
  http://QuickBaseCoach.com
  mark.shnier@gmail.com
  ------------------------------