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Question

Populating the most recent text from the child table to the parent table

  • November 14, 2019
  • 0 replies
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Hi all,
I am trying to update the project record with the most recent comments from the task.  I have 2 tables, Projects (parent) and Tasks (child).  I would like to populate a most recent comments field from the Tasks table to the Projects table.  Any advice is greatly appreciated!  



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Candace Gregory
New but eager to learn
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This topic has been closed for replies.

MarkShnierYou
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Dear New but eager to learn
No Problem.

I am assuming that what you mean is to locate the most recently modified Task for the Project and then float up the comment from that Task up to the Parent.

Make a summary field on the Relationship between the Projects and Tasks to summarize the Maximum [Date Last Modified].  Name the field [Tasks Date Last Modified]

Lookup[Tasks Date Last Modified] down to tasks.

Now, make a summary field on the relationship again, but this time select combined text summary of the comments field and then limit the Summary to just tasks where the [Tasks Date Last Modified] equal the [Date Last Modified].

Now the Project will have the comment but it will appear in a "pill" multi select type format.

If that bothers you make a new formula text field to use on records and reports
 
ToText([Most Recent Task Comment combined text format])

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier. Your Quickbase Coach
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