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Question

Highlight or summarize data based on specific scenarios

  • December 12, 2019
  • 0 replies
  • 89 views

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Highlight or summarize data based on specific scenarios

 

I have a cases table (Parent) and a contacts table(child). In the cases table I want to highlight/identify those cases that have any of the following types of contacts.

 

  1. [Outcome of Contact] = Successful, [Contact Type] = In the community (at least 4 instances within a given month)
  2. [Outcome of Contact] = Successful, [Contact Type] = In the community (at least 3 instances within a given month) , [Contact Type] = Office (at least 1 instance within a given month)

 

There is also a "Date of Contact" field within the contacts table that may or may not have ramifications to this request.



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QuickBaseJunkie
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Hi Phelan!

You can do this through the report settings. I've added a video from my site here that shows how to add a formula similar to what you've outlined to highlight report rows. NOTE: quick base has changed a bit since I made this video, but the formula option to color code is still there.



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Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
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