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HannahEngelson's avatar
HannahEngelson
Qrew Trainee
2 months ago

Pulling field from one table to another

I've been trying to for days to figure this out on my own and I can't. I'm newish to writing formulas, and I'm not even sure if what I'm trying to do is best or even right.

I have Table A, Employees. I have Tables B, for tracking probationary meetings. I have the relationship set up that Table A is the parent and Table B is the child. I need to track whether the employee had a meeting and that it happened prior to the due date.

However, I can't have a lookup field from the child go to the parent. I need to bring the date from Table B to Table A so I can set up a report that will color code the record if the meeting was not done on time. I know how to do the color coding part, I just need help with getting the field from Table B to Table A. I've tried the GetFieldValues but I don't know how to point to a different table's field id. Table A emp id field is id 9. Table B related emp id is field id 15 and date is field id 28. 

Help! And thank you in advance!



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Hannah Engelson
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6 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger
    2 months ago

    Let start with the basics.  Did you try a summary field in the relationship to detect if any children meet the criteria?  The vanilla way of getting Child information  up to the Parent is by going to the Relationship and creating a summary field.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • HannahEngelson's avatar
      HannahEngelson
      Qrew Trainee
      2 months ago

      Mark, thank you for the reply. I'm unsure what you mean by adding the Summary field. I can't add a summary field that will pull the date. If I try, I get an error that says the summary field can't be applied to the date field. I already have a summary field that adds whether the employee has a record for the meeting. That's how I filter out the reports of who still needs to have one scheduled.



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      Hannah Engelson
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew #1 Challenger
        2 months ago

        You can do a summary on a date field or a date/time field type if you select "Maximum" or Minimum depending on what you want.  You can also add filters to that summary field when configuring it.



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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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