Exact forms. Can I pull a field from an imbedded grid table?

Question

Hi,&nbsp; I have an imbedded grid table from a relationship in my exact form.&nbsp; &nbsp;I need to use one of those fields further down in my from.&nbsp; Is there any way I can extract a field from the grid table?The form is linked to the parent table so I don't have access to the child fields for the form extract.&nbsp; &nbsp; &nbsp;Or, any suggestions on how to get at the child field to expose to the form?&nbsp;Thank you!------------------------------Barbara Alvarez------------------------------

markshnier__you · Answer

I'm trying to understand your question.&nbsp; You have a parent and say 20 children.&nbsp; When you say that you want to pull a field form the children,&nbsp; which of the 20 record do you want to pull a value from?------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

barbaraalvarez1 · Answer

Sequence is ...&nbsp; &nbsp; select and save an agency&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp;then add&nbsp; Type-A record(s)&nbsp; to the agency&nbsp;&nbsp; &nbsp; &nbsp; &nbsp;then add a Type-B record to the agency&nbsp;&nbsp;I then can print the form.&nbsp;The exact form then shows the agency,&nbsp; &nbsp;&nbsp; &nbsp; and the Type-A report grid&nbsp;&nbsp; &nbsp; and the Type-B report grid.&nbsp;Then I build a small table in the form that needs to populate a column with a field value from&nbsp; the Type-B record(report)&nbsp; - Client name.&nbsp; &nbsp;So I need the client name related to the Agency record save.&nbsp; &nbsp; &nbsp;Hope that is understandable.------------------------------Barbara Alvarez------------------------------

markshnier__you · Answer

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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Exact forms. Can I pull a field from an imbedded grid table?