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Question

Can you summarize a status for a record that has multiple child records?

  • February 14, 2025
  • 0 replies
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I have a parent table (Requests) and a child table (Activity Log) - each Request can have multiple Activities. I am trying to get a summary of the Status logged in each activity to get an understanding of the current status of the Overall Request.

 

MarkShnierYou
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Sure, np,.  On the child record make a text formula field to combine the Title ir name of the Activity with the status.

for example

List("-", [Activity Name], [Status])

Then make a Combined text summary field on the left side of the relationship. To roll those up to the Parent.

Then, I suggest that you make a formula text field like this to make it look better.

SearchAndReplace(ToText([Combined text Sumary Activity Name& Status]), " ; ", "\n") 

Mark Shnier. Your Quickbase Coach
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  • hheckert
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  • February 14, 2025

Is the below supposed to be a new field?

SearchAndReplace(ToText([Combined text Sumary Activity Name& Status]), " ; ", "\n") 

 

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