How do I create a summary text field?

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I have a table called "Notes".  Within that table is a text field called "Note".  I made a relationship between a "Company" table and this "Notes" Table.  Users fill in notes regarding the Company.  However, I want to summarize the "Note" field (that users input their comments) in a report to show the "Most Recent Note".  How can I accomplish this.  I have done research on proxy fields and a reference field but have no idea how to create them or how this would work.  Any instructions would help.

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Lija

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Posted 3 years ago

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QuickBaseCoach App Dev./Training, Champion

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This thread here has the technique but in your case summarize the Maximum Record ID# as you want the most recent child record.

https://quickbase-community.intuit.com/questions/1352426-how-to-make-text-value-in-child-table-appears-in-parent-table
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Lija

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This did not help.  I did exactly as instructed and was not able to see the text in the field.  How do I:

Fix the reference field to add a summary in which the record id is the maximum?

Step by step detailed instructions would be more useful than a link comment
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QuickBaseCoach App Dev./Training, Champion

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The steps are here:

1. On the relationship where 1 parent has many children make a Summary of the Maximum of the Record ID. Call it [Record ID# of Most recent Note]

2. Make a new relationship where 1 Child has Many Parents (ie a "reverse relationship") and use that field on the right side of the relationship.

3. Look up the Note text  field to the Parent.

Can you did me if you did step #2?  When you set up the relationship where 1 Child has many Parents, did you let it default to the field [Related xxxx] (which would be incorrect) or did you use the field that you created with the summary field, called [Record ID# of Most recent Note]
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M

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What do we do if the key field of the "Notes" (Child) table is not the [Record ID#]
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QuickBaseCoach App Dev./Training, Champion

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I suggest that you post a new question explaining what the key field is for your parent and your child.  But to y to answer on the information here, my suggestion would be to change the key feld of the child to be the record ID.  Is there any good reason you cannot do that?  

I suggest trying his first in a Copy of your app :)