ContributionsMost RecentMost LikesSolutionsRe: How to add multiple child records to an unsaved parent based on user choice for the number of child records addedHmmm, that would work except I need up to 30 child records to be added. ------------------------------ Dawn Rene ------------------------------ Re: How to create an action from a table that creates a new record in another table that is a unique new record even if the parent table has multiple of the same name?After dreaming about solutions for this last night, going for a long walk with the dog to clear my head this afternoon, and hours of trial and error - I figured it out! I am by far not a programmer but got very creative with native QB functionality and it worked! Sorry about the long/confusing subject line - it was a confusing puzzle to explain. Persistence pays off and it's only because of this great QB community's support for everyone, even if I didn't get any responses on this post. :) ------------------------------ Dawn Rene ------------------------------ How to create an action from a table that creates a new record in another table that is a unique new record even if the parent table has multiple of the same name? I have 3 tables. Properties (parent to PO's), PO's (child to Properties and Subcontractors), Subcontractors (parent to PO's). I have created a 4 th table called Vendor rating. A subcontractor can have several associated PO's for several addresses. The goal is once a property status changes, a list of all Subcontractors is available for that particular property and the Project Manager will then go through the rating system for that vendor for that property. I'd like either to create a report that lists all Subcontractors used per property but I can only create a summary report in the PO's table to have the Subcontractor Name pull up once if they have multiple PO's for the same property. Ideally, I'd like to create an action that when the PO is created it creates a record for that property and that subcontractor in the Vendor Rating table. However, I only want ONE Subcontractor Name to be in the Vendor Rating table per property, not multiple times if there are multiple PO's for that Subcontractor. Then we should be able to look at all Subcontractors records and see their ratings per property on an embedded report from the Vendor Rating table. Not sure how I can do this. Any thoughts about what I can do to make this work? ------------------------------ Dawn Rene ------------------------------ Need assistance with a formula for calculating annual vacation days that automatically roll over any unused days the following year. I have an employee table (parent) that includes a "Benefits Eligibility Date (Start Date plus 90 days)." I have a PTO table (child) that has a multiple choice field "Leave Request Type (Vacation, Sick, Professional Development)," a numerical field "# of OOO Days Requested," and a multiple choice field "Approved/Not Approved." From the Benefits Eligibility Date employees are eligible for 10 business days of vacation annually (not calendar or fiscal year but within the year after they started - Eligibility Date). If # of 000 Days Requested are equal to Vacation and Approved, on the employee table I want to be able to calculate the total number of approved vacations days during the current year, another field for the unused available days for the current year, and then after the anniversary Benefits Eligibility Date is passed for the current year the number of vacation days for the following year calculates the 10 vacation days for the next year plus unused vacation days from the previous year. Does that make any sense? Another caveat - I need some sort of "override" for those that may negotiate something different into their employment contract. I've written some doozy of formulas before but I am stumped on this one. Any thoughts? ------------------------------ Dawn Rene ------------------------------ Need help with Rich text formula fieldI'm trying to create a Rich Text formula field but it it not recognizing the colons I am trying to use and the @ sign in the email address. It works fine without the colons and email address. Here is what I have: <span style="color:brown;font-size:125%;font-weight:bold !imortant">7257 Beverly Boulevard, Suite 218, Los Angeles, CA 90036<br> Office: (323) 954-6400: Email constructionadmin@avenuehomes.com </span> I am finding very limited guidance online for creating rich text formula fields. ------------------------------ Dawn Rene ------------------------------