Highlight record when new record added to related table

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Answered
I am not great at writing original code and I can't find this anywhere. 

I am trying to automatically highlight a record on a table when a new record is added to a related table. 

In this case I have a "Claims" table and "Request" table. The relationship is many requests to one claim. I would like the claim to be highlighted when a request is added. The requests are coming from a separate application that is open to all on the internet. I have an action setup that when a new request is entered, it copies that request to the request table in my closed application and is then linked through the table to table relationship to the corresponding claim. 

So in summary - someone on the internet enters a request. The request is copied into a table in a different application and is then linked to a claim. When that happens, I would like the claim to highlight red to alert me that a request has been added.

I hope this makes sense. Any help is greatly appreciated.
Photo of Rhonda

Rhonda

  • 82 Points 75 badge 2x thumb

Posted 1 year ago

  • 0
  • 1
Photo of Matthew Neil

Matthew Neil

  • 31,478 Points 20k badge 2x thumb
You can accomplish this a few different ways with some summary fields.  

My questions;
 How would those records become 'un-highlited'?  Over time, or do you do something to the request that would indicate you have acknowledged it?

Once that is determined you will want to make sure you count for that in the logic of the summary field.
But you could just summarize the '# of new requests' that are not acknowledged.

Then your highlighting criteria would be 

If([# of new requests]>0, "#color", "")
Photo of Rhonda

Rhonda

  • 82 Points 75 badge 2x thumb
I would like it to stay highlighted until the status field changes to closed on the request.

Thank you for your help!
Photo of Matthew Neil

Matthew Neil

  • 31,478 Points 20k badge 2x thumb
What you will want to do is create a summary field for the # of requests, where the status is NOT equal to 'closed'.  

Then it will show a count for your highlighting formula that i mentioned above.