Forum Discussion

AnthonyWong1's avatar
AnthonyWong1
Qrew Member
3 years ago

Snapshot for a look-up field?

Hello,

I have a table that contains my sales reps and their commission plans.

Whenever I generate a project in my projects table, it links the sales reps' commission percentage to each project.

I have a 3rd table (Costs) that calculates fixed costs on projects and calculates commissions related to this information. The look-up numeric field pulls the commission amount from the projects table.

I'm trying to make the look-up field in Costs for the commission percentage be a snapshot, as contracts and commissions change, i can't have it affect older projects that were created during a different contract value.

Whenever I change the field to a look-up field, the snapshot option disappears.

Can someone help me with this?

Thank You So Much



------------------------------
Anthony Wong
------------------------------
Relationships
Tables and fields
  • katlyncowley's avatar
    katlyncowley
    Qrew Assistant Captain
    3 years ago
    Keep your original field as a lookup field, then make a new field labeled "Original Cost" or whatever you want. The new field should have a Snapshot section at the bottom of the field properties page where you can "Get this field's value from a lookup field and don't allow the value to change", then the next part allows you to select the lookup field you want to capture the value from.

    ------------------------------
    Katlyn Allen
    kallen@eatatjacks.com
    ------------------------------