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how do i use a child record on a parent table?

  • 1.  how do i use a child record on a parent table?

    Posted 07-26-2017 19:23
    what I mean is, that I want value on the child's table on the parent table.
    I have a relationship that goes from Customers to Invoices, I wanted to copy/link one of the records on the invoices table to the parent table. I was told making the relationship back and forth like that is not good, so someone please help?


  • 2.  RE: how do i use a child record on a parent table?

    Bronze
    Contributor
    Posted 07-26-2017 19:51
    Whats the criteria for the one related invoice you want to link? most recent? something else? You could create a summary field that chooses the maximum record ID for the child table. This should give you the most recent. However you can add additional criteria like if a field is set to a certain value, then it will be the most recent record that matches that criteria. Then on the summary field, choose to link to the related record. Place that summary field somewhere on your form on the parent table. Make sense?


  • 3.  RE: how do i use a child record on a parent table?

    Posted 07-26-2017 19:58
    I'm looking to link to the Arrival Date field which is a date field, not a text field. Does that change the process?


  • 4.  RE: how do i use a child record on a parent table?

    Bronze
    Contributor
    Posted 07-26-2017 20:01
    Without creating another relationship to pull the child record values back up to the parent all you can really do is create a link to the record. Not pull the value.  Without custom script that is which would be simple and happy to show ya over screenshare if you like. But you could still set a criteria on the date field.
    chuck@chuck.support


  • 5.  RE: how do i use a child record on a parent table?

    Posted 07-26-2017 20:07
    whats the safest way without errors? what you prefer is what i'll do


  • 6.  RE: how do i use a child record on a parent table?

    Bronze
    Contributor
    Posted 07-26-2017 20:25
    Safest maybe just creating a report with your criteria and showing that on your form on the master table. If you only want one field from child then only use that field in the report. Filter it down until you only return one row. 

    If you really just want to populate a field or display a single value and are ok with some custom code contact me and I can show you how it would work with a demo. Thanks and good luck!
    chuck@chuck.support
    chuck.support/donate


  • 7.  RE: how do i use a child record on a parent table?

    Posted 07-27-2017 14:32
    as long as you could break down the code and explain it to me then I'd be fine doing some custom coding.


  • 8.  RE: how do i use a child record on a parent table?

    Bronze
    Contributor
    Posted 07-27-2017 14:33
    Yes, definitely. Please email me directly and we can setup a screenshare and a call.
    chuck@chuck.support