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Header and Detail Table Field Validation

  • February 12, 2020
  • 0 replies
  • 45 views
Hi,

I have a header table and a detail table. In the header table there is a field called Amount which is user entered and in the detail table there are multiple rows in which i want to distribute that Amount which is again user entered in the detail table as well.

I would like to have a validation where in if in the header the user enters an Amount 50,000 then in the detail table it should also be 50,000 which comprises of multiple rows or a single row and the user should not be allowed to save the record till both the header and the detail Amount gets matched.

Is there a way to achieve this?


Regards
Gunsham

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Gunsham Lakhiani
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This topic has been closed for replies.

MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • February 12, 2020
no, you can have warnings, but you cannot block the save. 
Quick Base is not able to calculate summary totals until the child records are saved.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
AdamKeever1
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  • AdamKeever1
  • Quickbase Alumni
  • February 13, 2020
Here is a solution for you Gunsham. 

This relationship, summary field, and lookup fields allow you to check the amount being entered into the Details table versus the remainder and with a dynamic form rule, not allow a save by clearing the Amount field when the Amount is greater than the remainder.

With one record in the Details table having an amount of 49999.9999, the remainder is near zero.

While entering the amount, [Validation] is checked because the amount is not compiled yet, but on clicking outside the amount field or by clicking save, the amount field is cleared and the record cannot be saved because the amount field is required:



Here is the form rule:






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Adam Keever
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