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How to show the last ""note"" record in a report

  • 1.  How to show the last ""note"" record in a report

    Posted 07-07-2017 14:10

    I have two tables, a project record table and a notes table.  The notes table has a table to table relationship to the project record table.  What I'm attempting to accomplish is to have a field in the project record table which captures the last note in the note table associated with that project.  That way when I run reports I don't have to rely on only showing a link to the notes.  I can actually show the last note in the report.  I hope this makes sense what I'm trying to accomplish.  I'd love any thoughts/recommendations from the community.



  • 2.  RE: How to show the last ""note"" record in a report

    Bronze
    Contributor
    Posted 07-07-2017 14:20
    I think you may need to create a summary field of the Maximum Record ID of the notes table.


  • 3.  RE: How to show the last ""note"" record in a report

    Posted 07-07-2017 16:12
    Forgive the newbie ignorance here, but how do I properly code for a summary field of the Max([Record ID#])?


  • 4.  RE: How to show the last ""note"" record in a report

    Posted 07-07-2017 17:18
    No problem. Go to the relationship where 1 Project has many Notes and there will be a button on the left side of the Relationship to Add Summary field.


  • 5.  RE: How to show the last ""note"" record in a report

    Posted 07-07-2017 14:23
    right, and then make a reverse relationship where 1 Note has many Projects and use that Maximum Record ID# field on the right side of the relationship and lookup the note field up to the Project.


  • 6.  RE: How to show the last ""note"" record in a report

    Posted 07-07-2017 14:31
    I think you can also use the option of showing "embedded report" instead of a "link" in your project record table. To do that, you need to go to the form in Project Record Table and customize the form in the "Notes" section to display a report ("Display the related development documents directly on the form") instead of ("Display just a link to the related development documents"). That way, you can see all the notes related to that record. Hope that helps.


  • 7.  RE: How to show the last ""note"" record in a report

    Bronze
    Contributor
    Posted 07-07-2017 17:27
    This link may help. 
    http://help.quickbase.com/user-assistance/many_to_many_relationship.html

    Personally I like to just use the IOL technique and then use API_DoQuery otherwise I would have a ton of many-to-many relationships by now. Good luck! Can also implement it within an hour and screenshare the process if you want as well.


  • 8.  RE: How to show the last ""note"" record in a report

    Posted 07-07-2017 17:29
    I think that for a new user a simple reverse relationship is all they need.  I don't see the need for a many to many relationship for this use case.


  • 9.  RE: How to show the last ""note"" record in a report

    Bronze
    Contributor
    Posted 07-07-2017 17:55
    Oh sorry I don't really use them, thought they were the same thing.


  • 10.  RE: How to show the last ""note"" record in a report

    Top
    Contributor
    Posted 07-12-2017 04:51
    This is a great use case for a webhook.  It keeps the app performance up without the reverse relationships 


  • 11.  RE: How to show the last ""note"" record in a report

    Posted 07-12-2017 12:43
    Good point. I know that you folks are Cirrus ally try to avoid reverse relationships for performance reasons.

    Any even better suggestion is to use an Action as that is less technical to setup. The trick though is to make the Report Link field which defines the record to be edited. It will need to be built on he child Notes table and edit the Parent.

    So the report link field on the child will need to have the field [Related Parent] on the left and [Record ID#] of the Parent Table on the right.