This shouldn't be hard to do.
It might not need to be a separate table, but you can if you'd like. This looks like a Case Summary so it could just be a formula field that lives on the Case Table. If you want it all separate, simply link the Case you want to summarize to the Summary Table.
Step 1 is to make a whole lot of "Lookup Field"s in your Case Table. Looking up details for each link.
Eg: "DOB" from Person Table; "Address" from Person Table; "Items" from Invoice Table
Step 2 is to make a formula field
CONCATENATE({Case}&"; "&{Person}&"; "&{"DOB" from Person Table}&"; "&{"Address" from Person Table}&"; "&{Invoice}&"; "&{"Items" from Invoice Table})
This shouldn't be hard to do.
It might not need to be a separate table, but you can if you'd like. This looks like a Case Summary so it could just be a formula field that lives on the Case Table. If you want it all separate, simply link the Case you want to summarize to the Summary Table.
Step 1 is to make a whole lot of "Lookup Field"s in your Case Table. Looking up details for each link.
Eg: "DOB" from Person Table; "Address" from Person Table; "Items" from Invoice Table
Step 2 is to make a formula field
CONCATENATE({Case}&"; "&{Person}&"; "&{"DOB" from Person Table}&"; "&{"Address" from Person Table}&"; "&{Invoice}&"; "&{"Items" from Invoice Table})
Hi @Sistema_Aotearo Justin,
I took your suggestion and worked on it. In the end it did solve my problem. How I did it is that I used a concatenate function at the lowest level table. In this case it would append the information at that level.
On the higher level table I used a rollup function that uses an Arrayjoin to mash all the connected items together.
