Display data field from latest child in the parent form

Question

I have a parent table for clients and a child table for quotes.  Each client has multiple quotes and each quote is a revision of the previous quote.  There is a field in the quote form for dollar value.  I want to be able to insert the dollar value from the latest quote onto the client form so I can see the value of the most recent quote.

QuickBaseCoachD · Answer

If the quotes are entered in order, then what you want is to identify the most recent quote.

Do a Summary Maximum on the relationship to get the Maximum [Record ID#] up to the Client. call is [Record ID# of Most Recent Quote]

Look that up down to the Quote again and call it

Then do a new summary maximum of the Quote value subject to the filer that the [Record ID#] is equal to the value in the field [Record ID# of Most Recent Quote]

There will only be 1 record that matches so you will have that value up on the client record now.

Sign up

Login to the community