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Claris Engage 2025 - March 25-26 Austin Texas ×

Calcs not working


Slobey

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Hi everyone,

I wasn't sure where to post this but here goes.

I have a solution that has a job table and a Job line item table and a unit table.

I have a portal for the line item table on the job screen. when I enter a unit code, it populates the description, price and unit of measure from the unit table based on lookups.

That works fine, but I also need it to populate a region field based on a lookup from the job file. It does not populate on the first line just every line after that. I assume it has something to do with the relationship not being committed in time to look up the first line but I am not sure. Is there a way to insure that this will occur. I need the field in the line item table because I use it for a relationship elsewhere. Any help is greatly appreciated.

Thanks

Mike

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A lookup from parent (or through the parent) doesn't work unless the parent is committed.

BTW, are you sure you need to duplicate this information in the child table? In most cases, you should be able to establish the relationship either through the parent or by a calculation field.

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Thanks for the reply,

To go deeper, I have a Unit line item table which has region and sesonal pricing. The season is either winter or summer so they have their own fields, but the regions will continue to grow so I needed a line item table for the units.

I have a relationship between the Job line item table and the unit line item table.

unit code = unit code

AND

region = region

The pricing calc in the line item table says:

case(

season = "winter"; unit line item:: price winter;

season = "Summer"; unit line item:: price summer

)

If there is a better way to do this I am more than open to it.

Thanks for you help

Mike

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The relationship should work fine (for the purposes of getting the correct price) with Region (in the Job line item table) being an unstored calculation field =

Jobs::Region

This is unrelated to your question, but I believe the price should be looked up, not calculated.

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Thanks for the help,

I don't think a lookup will work for the price. Each record in the unit line item table only has a region, a winter price and a summer price. The relationship finds the region record and the calc is needed to pick which pricing field. As I said before there will never be more than a winter and summer price so I made two fields.

Thanks again for the help

Mike

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