ContributionsMost RecentMost LikesSolutionsRe: Is it possible to tie a notification to a report rather than a record Okay, thank you very much for the information! Alexis Evans J Proprietary Re: Is it possible to tie a notification to a report rather than a recordOkay, that was the direction I thought about taking. I know we cannot schedule subscriptions at a specific time, but is there an estimated time when the emails are sent once the daily subscription is in place? Thank you for your help! ------------------------------ Alexis Evans ------------------------------ Is it possible to tie a notification to a report rather than a recordHello! I am building a database to log returned items. Each day, we might receive one or many returns. Once logged and worked on our end, we need to send a notification to another team of all items that they need to specifically handle. That team may need to handle one, many, or none of the returns in any given day. They asked us to send one notification with a list of the items rather than separate notifications for each individual item logged. How do I make that happen? ------------------------------ Alexis Evans ------------------------------ Re: table relationships Ideally, the database will update the Current Amount Due. That is why I am trying to build these rules. (If a "Balance change" is entered from the form in the database, there is a Maximum As of Date that pulls the Total New Deficit Amount). Per your suggestion, I created a test field. I had some errors in my first "if" statement, but this one works!! (YEAH!!) So, if I change my original "Current Balance Due" field to a "Formula currency" field using the formula below, will all of the existing records and reports be updated properly? Alexis Evans J Phone (717) 671-5259 Proprietary Re: table relationships I have considered it, but I have no idea how to do it. J If I make that change, what will happen to all of the records as they appear now and reports that include that field? Alexis Evans J Phone (717) 671-5259 Proprietary Re: table relationships Hello again! I have made so much progress thanks to your help!! I have another sticking point that I almost forgot to correct. I am using this database to work a collection process. There is a starting balance named "Original Deficit Amount". I also built a "Current Balance Due" field. I tried to use Dynamic Form Rules to make the following happen: If the "Balance Cleared" is unchecked and the "Current Balance Due" is blank, then the "Current Balance Due" is updated to the "Original Deficit Amount" If the "Balanced Cleared" is checked, the "Current Balance Due" is $0.00 Those two rules work as expected. The last rule I am trying to add relates to "Balance Changes" made in a separate table. In that table, I built new summary and lookup fields. So, for the last piece, I want the database to do apply the following: If the "Balance Cleared" is unchecked and the "Maximum As Of Date" has changed, update the "Current Balance Due" to the "Total New Deficit Amount". I have tried it with and without any condition related to the Current Balance Due field. Below is my most recent attempt. I don't know if I'm doing it wrong or if it's simply something I cannot do. I thought I read somewhere in the discussion forum that I won't be able to set multiple form rules for one field. If that is the case, how do you suggest I make this happen? I cannot make any mistakes....in an early attempt, I accidentally updated the Current Balance Due on ALL records to the same amount. I don't want to do that again!! J Thank you in advance for your help!! Alexis Evans J Phone (717) 671-5259 Proprietary Re: table relationships Hello again! I'm getting closer! The last piece is still not working for me. Right now, here are my current dynamic forms rules. I tried adding a 4 th rule that would update the Current Amount due whenever the balance was not cleared, but a balance change was added. However, it didn't work for me. I'm not sure if I'm just setting it up incorrectly or if it is being blocked by one of the prior two rules. Currently, the first three rules below are working as expected. Thank you in advance! Alexis Evans J Phone (717) 671-5259 Proprietary Re: table relationships I have made a lot of progress with my database, but now I'm stuck on a new piece. Balances being collected are in a parent table named Overpayments. There is a Balance Changes table where users will record any changes to the balance due (whether + or - ) as of a certain date. I added a field in the Overpayments table named "current balance due". I would like to update that field with the newest balance due whenever a change is added. Based on some other discussions threads I found, I tried adding a summary field to my existing relationship and named it "Maximum As of Date". However, how do I update the Current Balance Due with the specific amount associated to that "maximum As of Date?" I hope I make sense. Thank you for your help! Alexis Evans J Proprietary Re: table relationships That was so easy!! I'm sorry I was a dummy and overlooked that. Thank you so much for your help! Alexis Evans J Proprietary Re: table relationships I'm sorry, but where am I supposed to use that? I cannot find it in any of the available drop downs. If I need to key it somewhere, I don't know where. Alexis Evans J Proprietary