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  • 1.  Snapshot Update

    Posted 08-06-2019 02:48
    I have 2 tables - Table A and Table B - that are related.
    In the records in Table B I have a field - Field A - that is a lookup field back to Table A.
    I also have a field in Table B - Field B - that is a snapshot of Field A.

    The logic is if a user does not have permission to view the related record from Table A then Field B is displayed on the forms for Table B. If they do have permission they will see Field A.

    The issue I have is that if someone edits Field A in Table A naturally the snapshot field, Field B in Table B, is not updating given its nature. To update I need to review an exception report and manually update Field B by re initializing the field for existing records.

    I am wondering if there is possibly a solution to this that I am missing? Could I 'trigger' an update of Field B somehow through a table-to-table import or something different? I am thinking not however would be keen to hear before tackling a possible rebuild of my architecture.

    Thanks,


  • 2.  RE: Snapshot Update

    Posted 08-06-2019 03:37
    It sounds like you are doing this to solve a Permissions issue.

    How about if when the Table B Record is Saved, you trigger an Automation to Copy the lookup field into a scalar mirror field.

    But then as you point out, you need that scalar field updated if it�s lookup value changes due to an Edit if the Parent record. You can also use an Automation to trigger a saved table to table import, merging Table B into itself and mapping the lookup field into the scalar field. The saved table to table import will be filtered where the lookup field is not equal to the scalar field.


  • 3.  RE: Snapshot Update

    Posted 08-06-2019 03:44
    Thanks Mark, will have a play around with that, appreciate the advice! Can I assume by scalar field you mean data entry field? Sorry.


  • 4.  RE: Snapshot Update

    Posted 08-06-2019 09:26
    Yes, I have heard Quick Base software people use that word. �Scalar� = a Data entry field.


  • 5.  RE: Snapshot Update

    Posted 08-08-2019 00:57
    Had some issues implementing the first part above but worked through it. Both solutions are working perfectly and meet my requirements. Thank you, again!

    (side question - how do I mark these questions as 'answered' rather than 'in progress' as I have a number you have replied to and I would like to close off)


  • 6.  RE: Snapshot Update

    Posted 08-08-2019 01:09
    There is not a way to mark as answered by the participants. Only the forum moderator can do that. Hopefully the new community platform being launched in the fall will have that ability.


  • 7.  RE: Snapshot Update

    Posted 08-08-2019 01:11
    Thanks.