change a fields value that wont affect previous records | Discussions

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change a fields value that wont affect previous records

  • 1.  change a fields value that wont affect previous records

    Bronze
    Contributor
    Posted 02-13-2018 11:33
    So i have a product list with a cost price.  This cost price is used in calculation of job costing.  When I have an increase in price, I would like to adjust the cost price field, but I don't want it to change the cost price for prior records that have used the "old" price.

    So basically what I want to do is change a fields value and only have new records use that value after the value has changed - All older records are still using the old price.

    Please assist


  • 2.  RE: change a fields value that wont affect previous records

    Posted 02-13-2018 11:42
    np.
    Snapshots to the rescue
    https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html

    Post back after you read that help text if you are stuck.

    I assume that you have a Parts Master and there is a relationships where 1 Parts Master has many Parts Order Lines.

    Basically all you do is to rename your current lookup field [Price] to be suffixed Price (lookup)]  - that is what i do so I don't get confused, and then set up a new numeric field called [Price] (which is not a lookup field) and at the bottom of the field configure it to be a lookup and remember to update all current records!

    Then use the Usage Tab on [Price Lookup] to find all places it was used in formuals and replace it with [Price], for example you will no doubt have a field for [Extended Line Price] with  as formula of [Qty] * [Price (lookup)], so that will need to be updated to [Qty] * [Price]


  • 3.  RE: change a fields value that wont affect previous records

    Bronze
    Contributor
    Posted 02-13-2018 15:04
    Brilliant, thanks Mark.