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Question

Summarize Email field in Table Relationship

  • September 29, 2022
  • 0 replies
  • 66 views
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Hi everyone, I have a table of contacts that I am using for a spec credit registration app.  The nature of the app is it is a new app connected to my main ERP app called Team Elite.  In this spec credit app I have a table called Spec Credit Program.  It has a relation to the Companies table in my ERP app (Team Elite).  In the Companies Table I added a new relationship to my contacts table so that I can select the contact I need to send the spec credit registration too.

The issue is I need to get the email addresses (field in the contacts app) UP to the Companies table and DOWN to the Spec Credit Program table in the other app.  I cannot figure out how to create a combined text list of email addresses up on the companies table.  How do I summarize email addresses in the relationship?

The app structure is:

Companies (Team Elite) < Contacts (Team Elite)
Companies (Team Elite) < Spec Credit Programs (Elite Spec)

Table Name (App) <=one to many relationship of  Table Name (App)

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Ivan Weiss
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    MarkShnierYou
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    np
    The combined text summary field will summarize any text field. When you have a situation where you need to roll up words from a field that is not actually a text field just make a Mirror field like [email (text format)]


    with the trivial formula of just

    [email]


    you can just roll up that text field in the upper direction and of course in the down direction you can just use a look up. Note also that if you need to get a combined text summary field rolled up from a grandchild to a parent then up to a grandparent, the other field type that can be used in a combined text summary field is actually a combined text summary field.




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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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