Is it possible to automatically fill in a checkbox field on the main table from data included on a linked report from another table?

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Is it possible to automatically fill in a checkbox field on the main table from data included on a linked report from another table?

I have linked a report from my Warranty Table to my Jobs Table. The warranty report indicates with a checkmark if the warranty work has been completed. I have a checkbox field in the jobs table that I would like to be checked when the warranty report checkbox is checked.

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Lynne8817

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Posted 4 years ago

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Jeff

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Hi Lynne,

This is possible. You can use a summary field to count the number of related records that have that checkbox checked and use that field in a formula checkbox. In the formula field you would use a formula similar to the one below

If([Summary Field]>0,True)

This checkbox would then automatically check when a child record is created and it has the warranty checkbox checked.

Thanks,

Jeff
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Lynne8817

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I think I need a bit more assistance. I have attached a screen shot Thank you
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Lynne8817

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I think I figured out how to do this.  Thx. Now, how do I get a date field connected to the Warranty record to pull into the Jobs table in conjunction with the Warranty Summary field showing "1" (meaning the warranty has been completed)?
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Jeff

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I think at this point it'd be best to submit a support case just so we can see a little better where the data is you are trying to move and how best to move it.
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Lynne8817

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Ok.  Thx.  I am not really trying to move data...just want it to show up in parent table without creating a many-to-many relationship.
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Jeff

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Oh ok, you can create a summary of the date field and in the matching criteria you can select only the records where the checkbox is checked. If that doesn't work for what you're looking for. You can submit a case and I'll work with you on it.
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Lynne8817

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Thx. I get an error message "That summary function cannot be applied to this field". I assume because it is a date field?
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Jeff

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You can summarize a date field, however you have to select either maximum or minimum. Maximum will give you the most recent date, minimum will give you the oldest date.
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Lynne8817

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I found a "work-around" for this.  Still can't show the date, but can indicate that it has been completed by using an additional formula checkbox and creating a summary field on that.
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Jeff

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Oh ok great, glad to hear you found a way to set it up!
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Lynne8817

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Thanks for the tip on summarizing the date field!  Works perfectly.