I have a table called Checks (parent) and another table called Deposits (child). When a check is entered, the automation creates a Deposit record for that bank account and that date. However, if I make the ‘Bank Account-Date’ formula field to be unique on the child table, then I keep getting error messages on the second and subsequent checks entered that the automation could not be run – which is great, because I only want one deposit record created per day/per bank account. But I don’t want to keep getting the error emails. If I uncheck to have that field unique, then multiple records are created. At one point, the automation was even disabled.
In a previous post regarding a similar situation, one solution presented was to create a formula checkbox on the summary table (in my case – the deposits table), then look that field up down to the detail record. I tried creating that but am unsure what the formula should be for the checkbox. I do have fields on both tables called ‘Bank Account-Date’ and look that field up from the child table ‘Deposits’ to the parent table ‘Checks’. What should the formula for the checkbox be?