Incrementing a field values based off another field's content.
Hello, I'm currently working on a project where many tables have relationships and require automation features. For instance, if a user selects an option from a lookup field, [Field X], in Table X, then in doing so, [Field Y] will increment in another separate table, Table Y. My design right now is built on a set of reference tables that can be utilized in an operations table. My goal is to "trigger" events such as the one described above to reduce clutter in the operations table. I can provide screenshots and table data/field info if the structure of my app is not sufficiently described. All of the data are just filler to work on functionality. Many thanks, Gabe33Views0likes5CommentsAssign Child Record to Parent Record
I'm trying to create an inventory database with my Users as a parent table and my Computers as the child table. Computers need to be assigned to users. I can go to the computer table and easily assign to a user, but I want to be able to go to the user table form and assign an existing computer. This is a Quality Of Life request, to be able to open the form view of the user and then assign existing computers from the computer table and other equipment from subsequent tables. Thanks.10Views0likes1CommentAutomatic Form Generation
I have an app with multiple tables for equipment inspections, work orders, and some others. My equipment inspection form includes a variety of multiple choice questions (with Pass or Fail as the options for most), and a "Result" field at the end that displays as Pass if all checks pass, or Fail if any of the checks fail. My goal is to automatically generate a work order (which is another form in the Work Order table that can also be created on its own) in the event that the Result is a Fail when the Daily Inspection is saved. Any thoughts on this? Thank you!35Views0likes2CommentsFilter dropdown selection
I want to filter records in a dropdown based on whether a related field is true. Specifically, a project dropdown should only reflect projects with a "funded" status and hide "completed" and "cancelled" Conditional dropdowns doesn't seem to apply, since one reference field is involved.56Views0likes3CommentsTracking References and Definitions
I am relatively new to QB, but am excited about the possibilities for tracking multiple things. I have a table containing the names of documents within our system (primary). Each of those primary documents reference other documents. In addition, each primary document has a set of abbreviations/terms. I have built a table (table 1) with the documents and their identifiers. There is a second table (table 2) that has a list of universal abbreviations/terms. In a third table, I would like to choose a single primary document from table 1. Then I would like to choose multiple documents from table 1 that the primary document references in the text. Then I would like to choose the multiple abbreviations/terms from table 2 to associate with the primary document. Example: POL-0001 has a reference to SOP-1001, POL-1003, SOP-1004, and SOP-1005. It also has 17 abbreviations/terms that are used in the document. I would like a table that has all of these items listed for POL-0001, so I can trace which documents are affected by changes. There are more than 100 terms and over 100 documents to choose from for association. (From what I have read, this eliminates the multiselect option). If I use a table reference, I would have to create as many lookup fields as there are terms for each document. (Same with references). Are there other ways to approach this? Thanks! BeckySolved46Views0likes4CommentsQuestion regarding relationships
Hello, I am trying to pull information in from an employee table to auto fill on my form once the employee name is selected. I have successfully pulled in the employee number, employee name, email, phone number, manager ID, and second line manager ID with my first relationship. I am needing to pull additional information back from the table once this information prefills. Specifically, once the manager ID and Second line manager ID prefill, I need it to loop back to the employee table and use those IDs to look up the phone numbers for the manager IDs. (Essentially the phones numbers are only listed by employee, so I would need to take the manager and 2nd manager ID from the first relationship and pull in their phones numbers based on the Employee ID on the employee table) Every time I try to add another relationship to take the Manager ID and look up the phone number, my data pulls back empty. If I delete the secondary relationship, my manager IDs pull back fine. What am I doing wrong!?!? THANK YOU!!!59Views0likes5CommentsSummarize distinct child records by a text field
I have a parent table (Botruns) that has many children (Line items). The line items could either be processed or not processed and the data for that resides in the line item record in the child table. These line items have an identifier SvcOrderLine# which need not be unique. I know how to summarize the distinct SvcOrderLines in the parent table. But how do I summarize the reasons the distinct lines were not processed when those reasons are captured on the line item record? I was able to create a 'combined text' summary field in the Parent table for 'Reason not processed' but how do I count them now? - Deepa ------------------------------ Deepa Deepa ------------------------------24Views0likes7CommentsMany to Many too Many...
I've searched through the QB discussions and couldn't find a good example of creating a many to many relationship where I can select records from the same table. I have the relationship working from one table to another and visa versa but I'm stuck now when trying to pull a record from the same table (see attached). Here's an example of what I'm trying to do... I have one table named Guests and a second table called NonGuests. Both have a relationship setup to a third table called, "Related Guests". The Guests will have either family members, friends, etc... who are NonGuests. But, there are Guests who have family, friends, etc... that are also Guests. The issue I'm having is, when I create a Related Guest I need to pull a record from the same table because there are Guests who are related to other Guests. Am I overlooking the obvious? Any suggestions would be great as from what I've read you shouldn't create relationships with "Guests with many Guests". Thanks!Solved50Views0likes2Comments