Need multiple fields to lookup from a child to a parent record

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  • Updated 12 months ago
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I cannot begin to stress how much trouble I have with reverse lookups....so with that being said

I have a Projects Estimate table and an Equipment Descriptions table that has type, description, price etc.

I am building a simple mobile app that our sales team will be able to stand in front of the customer, plug in some data and get an estimate. What I need is about 10-15 lookups to pull the part description and unit price of each item so that I can multiply those by a quantity field for each item.

I have tried several times to pull these fields in but they are just blank

  • I created the one to many Project Estimates have many Equipment Descriptions
  • I created the summary field of the max of the equipment table record ID
  • I created the many to one Equipment to Project Estimates and used the max and the related equipment.
  • I created another summary to look at the total of the unit price and a filter for the part description....nothing!
Any help is greatly appreciated
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Joey Zint

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Posted 12 months ago

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Matthew Neil

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It might just be me, but it seems like you might need another table.  Basically a joined table that would be your "Project Estimate Line Items"

Then when you add a line item, you pick the product (all the lookups come with it, Price), then they entry the Qty.  And a simple formula gives you the cost per line item.  Then a summary for the total estimate cost.

Not sure the reverse relationship is needed.



Matthew Neil - Product Specialist