Cross-Table Report Formulas
I am using QB in our manufacturing facility and am trying to get an order-by-order bill of materials. Specifically, I have a table for "Raw Goods" (the raw materials we make into parts), "Parts" (the things we sell), "Assigned Goods" (an intermediate table creating a many-to-many relationship between Raw Goods and Parts), and an "Orders" table (where individual orders for parts are entered). Each part record has a bill of materials that specifics how many pounds of of each raw good is needed to make one part. When I enter an order in the Orders table and enter the quantity of parts ordered, I need the Order record to multiply the quantity of each raw good by the number of parts ordered. I can figure out how to the get the original bill of materials to show up on the Order record (by looking up the embedded bill of materials report from the related Part record), but how do I then multiply the quantity of parts ordered in the Order record by the individual raw good quantities? In the example below, I would need a column multiplying each value by 15,000. Any suggestions are much appreciated! ------------------------------ Kiel Berry ------------------------------
Quickbase Actions
I am trying to make a Quickbase action... When a certain action takes place, I would like for a field to be edited, rather than having a new record created. However, the option for a field to be edited is blurred out. I need the field in another table to be edited? What am I missing?
How to use formula or summary field to get latest record data?
I have a table sales and a child table of products. I am trying to find the latest related child (products) field "price". I can create a summary field on the parent to get the latest date but it will not get me the "price" field. How do I use the formula field to get the latest date record and return the "price" value of that record? Thanks!
Changing the primary key field in a table that already has relationships
When I created my QuickBase application, I didn't have the full set of data (no primary keys). So I imported the data into QuickBase, allowing it to create it's own Primary Key. There are now 2 tables with relationships linked to those temporary Primary Keys. Today, I got the full set of data, including their internal primary keys (just a sequential number). So what I'd like to do is update the temporary key with with company's key. I tried using Quickbase's internal tool, but if I import the company's key and set that as the key in the Field section, it won't automatically set primary keys for new records. I tried overwriting the temporary keys values, but Quickbase makes them un-editable. I tried importing in new values for the temporary keys, but I get an error saying, "Cannot find all key numbers" or "Can't update two columns at the same time". There must be a way to do this? Or do I literally need to make a new table without data and re-create all my relationships manually? But even if I do that, will Quickbase automatically increment the assigned internal primary key, or will I have to update it? Thanks!
Is it possible to create a report link that drives to a specific report?
Hi, I have two tables: Billing Month & Forecasts that are not related but I use a report link to connect the two based on a date field. I'd like for the Report Link on Table #1 to drive to a filtered report on Table # 2. Is this possible? Below is an example of the exact scenario I need to accomplish: I have a report that lists out all of the Billing Months (ex: Dec. 2018). When I click on the Report Link for the Dec 2018 Billing Month record it drives to a report showing all Forecast Records available for December 2018. However, it would be helpful to take it one step further to only show Sold December 2018 Forecast Records. (Sold being indicated by a field on the Forecast table). Not sure if there is a way to add additional criteria to a Report Link or if this could be accomplished through a Formula URL button but any ideas to solve for this would be greatly appreciated. Thanks!
Formula to find duplicate values in one field.
Hi Community, I'm working with one table, named Jobs. In this table there are Parent Jobs and Sub-Jobs. Typically I would set up Sub-Jobs as a child table to Parent but due to the requirements of the app the two needed to be in the same table. Each Parent Job has a 6 digit ID (ie; 808888). Each Sub-Job carries that Parent ID and also a Sub-Job ID is tagged on to the end. (ie; 808888.001) I've created a report link on the Parent Job form to show Sub-Jobs that share the same Parent ID. This works fine. What I'm looking to do is hide this report when the Parent Job does not have any Sub-Jobs. Normally we would do this would with a form rule reading a summary field, but I need a work-around for QB to look at the Parent and identify if there are not any other records that share the ID. If I could get a formula checkbox to read whether there are other records with the same ID I could use that as a form rule to hide the report. But I don't know how to do that. ------------------------------ Heather Bryant ------------------------------Display field of most recent child record?
Parent table: Computers I want a field in this table to reflect the most recent "status" that was entered for each child record in a Statuses table. I'm sorry -- I'm sure this has been answered somewhere, but I've tried about five different searches to see where the answer for this question would be. Thank you!Filter dropdown selection
I want to filter records in a dropdown based on whether a related field is true. Specifically, a project dropdown should only reflect projects with a "funded" status and hide "completed" and "cancelled" Conditional dropdowns doesn't seem to apply, since one reference field is involved.
