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Question

More elegant way to summarise records based on condition .

We assign product wise relationship manager to our clients , data looks like

SalesRep | Department | Company  | Default

Tom | Footwear | Walmart | Yes
John | Bags | Walmart |Yes

When a relationship manager changes , a new sales rep is assigned .

SalesRep | Department | Company  | Default

Nancy | Bags | Walmart |Yes
Tom | Footwear | Walmart | Yes
John | Bags | Walmart |NO


Using Max Record ID / Summarized view/ Formula based on Department(hardcoded) , I'm able to determine who's the latest sales manager . I hope I'm clear 

I got the technique from this thread .

is there a more elegant way to do this without hardcoding ?



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Gunsham Lakhiani
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    This topic has been closed for replies.

    • EricMohlman
    • Quickbase Staff
    • October 10, 2019
    Gunsham,

    Without knowing much more, I would solve this by creating a Changes or a Histories type table. You could then have an automation trigger off of one of these fields being modified, and push all four items to your other table. With a relationship in place as well, you'd see a running history of what changes were made and when they occurred.

    If this doesn't solve your need, please provide further details and I'll be happy to help further.

    Eric

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    Eric Mohlman
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