Updating a field in a child record based on selecting parent summary value
Not a very good title. Event (parent to Registration) Registration (parent to Ticket) EOTI registers for a specific Event date and creates a Ticket record (working as desired :) ) Now I would like a different role, say MG, to be able to edit a field in Ticket based upon selecting a date (via calendar or pick list), seeing the list of people registered for that date, selecting the individual and updating their Ticket. I've played with a custom form on Registration which gets the date pick working as I'd like, then displaying a report with the limited fields I'd like the MG to either see or update but when I clicked the field to update, took me to a different report (I think, now that I think about it, maybe have been a form) but all the fields in Ticket were displayed, not what I wanted. I've played with a custom form on Ticket which kind of works the way I want but the date selection, when I click the dropdown shows me a pick list for reflecting every single Registration date (ie, 30 registrations should me 30 dates even if they are all the same). I'd like to 'summarize' or group the dates. Still learning all that QB can do for me. My thought process was form on the child (Ticket) and pull from the parent (Registration). Is that part of my thought process correct? Or do I want a form on Registration and use an embedded report to list the Tickets for that date? Once I see the list of Tickets for that date, can I go back to the form to edit the desired remaining fields in Tickets? (even asking this has made me think of things to check out and/or try). TIA! ------------------------------ Katherine Oakey ------------------------------
Trying to auto-populate a field statically
I built an opportunity table with a child table to make quotes. To maintain a unique Quote naming system, I want to use Customer name - Record number (of the Opportunity). I created a field as a Formula - Text in the opportunity table. The formula grab the customer name from the Opportunity table, and append the Record number of the Opportunity. That part worked well, but the next part did not. What I desire is to click add new Quote, and have the quote name from above appear in a field in the Quote table. I found that it only brought the record number and lost the customer name. I'm guessing that is because formulas are dynamic and that data is not stored. I tried using a formula in the form itself, but that didn't work. Ideas? ------------------------------ Wade Myers ------------------------------