Forum Discussion
BarbaraAlvarez1
Qrew Member
Sequence is ...
select and save an agency
then add Type-A record(s) to the agency
then add a Type-B record to the agency
I then can print the form.
The exact form then shows the agency,
and the Type-A report grid
and the Type-B report grid.
Then I build a small table in the form that needs to populate a column with a field value from the Type-B record(report) - Client name. So I need the client name related to the Agency record save. Hope that is understandable.
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Barbara Alvarez
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select and save an agency
then add Type-A record(s) to the agency
then add a Type-B record to the agency
I then can print the form.
The exact form then shows the agency,
and the Type-A report grid
and the Type-B report grid.
Then I build a small table in the form that needs to populate a column with a field value from the Type-B record(report) - Client name. So I need the client name related to the Agency record save. Hope that is understandable.
------------------------------
Barbara Alvarez
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MarkShnier__You
3 years agoQrew Legend
OK, so this is not an exact forms issue. The issue is how to float up some data form a child table into a clean field on the parent record. Then the Exact form is easy as you have a clean field to use.
I'm not sure I fully understand what your form and relationships look like, but I suggest making editing the relationship to create a combined text summary field of the Client Name.
Then make a new field with the formula
ToText([Client name])
and use that field on the Exact Form.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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I'm not sure I fully understand what your form and relationships look like, but I suggest making editing the relationship to create a combined text summary field of the Client Name.
Then make a new field with the formula
ToText([Client name])
and use that field on the Exact Form.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------