Stamping Parent Record Field Upon First Child Record Being Created.

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Greetings Quickbase!

I have two related tables, Loan Records and Submission Records, where the Loan Records table is the Parent and the Submissions table is the child(1 Loan Record can have many Submissions.)  

What I need to do is uniquely identify the FIRST Submission Record connected to a Loan Record APART from the following Submissions created afterwards connected to that same Loan Record.

For example:

Submission     Date Created   Marked

Submission1     10/11                Yes
Submission2     10/12                No
Submission3     10/13                No             
Submission4     10/14                No

Any suggestions would be greatly appreciated.

Thanks in advance!

Cheers,
Nate
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Nate St. Elme

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Posted 1 year ago

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You can do this by using a combination of Summary, Lookup, and Formula fields.

  1. Create a Summary field from the Submissions to the Loans, using the Minimum function on the Record ID# field. This will give you the Record ID# of the 1st Submission record.
  2. Create a Lookup field from the Loans to the Submissions, bringing down the Summary field you just created in Step 1.
  3. Create a Formula Checkbox field on the Submissions table with this formula: [Lookup]=[Record ID#]
(Edited)
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Nate St. Elme

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Perfect! Worked like a charm!

Thank You Blake!