How do you use snapshot on fields from the same table?

  • 0
  • 1
  • Question
  • Updated 6 months ago
  • Answered

I'm trying to manage hundreds of dates.  The reason for snapshot is so that if the one date gets changes, I'll still have record of the original date no matter how many times its been changed.  Unfortunately, you can't pull lookup field from the same table.  So instead, I have tried to create relationship of the table with itself so I can have that lookup field but that didn't work out.  What I want is the first time Construction Date is filled, so does the Original Construction Date.  When Construction Date got pushed down, even a few times, the Original Construction Date will stay the same.  Can anyone help me out?

Photo of Yang

Yang

  • 0 Points

Posted 4 years ago

  • 0
  • 1
Well, in fact you can relate a table to itself and pull snapshot field.  Make a formula numeric field called [Record ID# mirror] with formula of [Record ID#] and make your reference field on the right side of the relationship that field.  Pull down [Construction Date lookup] as a lookup and then make a field called [Original Construction Date] as a snapshot of [Construction Date Lookup].



Be sure that Construction date is a required field or else it will snapshot a blank Construction date.
Photo of Gianni Giacchi

Gianni Giacchi

  • 114 Points 100 badge 2x thumb
I am in the situation where the date field i need to snapshot is not and cannot be required because it usually gets populated a few weeks after the record is made. However, I do not want a blank snapshot. I want a snapshot of that date field when it is first changed/populated with a non-zero date.

Is this possible to achieve?
You could have a checkbox field called Lock date edits. 

Then have a form rule that says 
when the record is saved and the date is not blank
then
Action change lock date edits to checked.

Then another form rule to make read only date when that checkbox is checked.
Photo of Yang

Yang

  • 0 Points
So I made formula numeric field called [Record ID# mirror] with Record ID# inside.  I also made the  [Construction Date lookup] as a lookup and made a field called [Original Construction Date] and snapped that to lookup.  I think I'm just missing the middle part, the connection between Record ID# mirror to the lookup field.  Can you please elaborate?
Photo of R. Shani

R. Shani

  • 0 Points
Were you able to resolve this? I am trying to create something similar. I am confuse with the answer given to your questions. Any help you can provide me, would be great!
Photo of Paul Vorster

Paul Vorster

  • 586 Points 500 badge 2x thumb
HI Guys, Have you managed to get this working? As I need help with this?
I suggest that you post a new question as there are a variety of ways to achieve this such as form rules and Actions.  Actions, for example, did not exists 3 years ago when this question was posted.

This conversation is no longer open for comments or replies.