Jun 25, 2021 10:57 AM
Hi. I’ve been racking my brain for hours with something that was supposed to be simple.
I have a tab called “customers” with my customers’ name and phone number.
on this tab there are two columns that are the registration and name of the last barber who attended them.
The calls are registered in the “Schedules” tab
I would like that with each new appointment, the registration and name of the last barber who made the service to be changed.
The common key between the two tables is the customer’s phone number.
Can someone help me ?
Solved! Go to Solution.
Jun 26, 2021 07:23 PM
Try following the example shown in this video: BuiltOnAir Podcast Season 8 Episode 2 .
Jun 25, 2021 01:32 PM
I’m pretty sure I know how to answer your question but I need to know where this “last barber” field is in relation to the
Is this a field in the
[Customers] table that shows who was the barber attached to the most recent linked
Jun 25, 2021 05:05 PM
the custumers table will store the last barber’s information. in the scheduling table, the appointments made by the clients who, at the time of the appointment, choose which barber they want to do the service are included.
Jun 25, 2021 05:06 PM
therefore, at each new client’s appointment I need to give an update updating who was the last barber who attended him.
Jun 26, 2021 09:22 AM
Are the [Customers] and [Schedules] tables linked to each other? Do you have a [Barbers] table that is also linked to the [Schedules] table? If so, you can use a system of roll ups to determine what you want.
In the [Customers] table have a rollup that looks for the
MAX(values) of the date field in the linked [Schedules]. In the [Schedules] table, have a rollup field of the customer’s max date and compare it with that records’s date to see if it is the most recent appointment for that customer. Finally, have another conditional rollup in the [Customers] table that brings over the Barber information from only the most recent appointment.
Note that with this system he info on the last barber would be calculated lookup/rollup fields, not editable fields. If you need to store the information in editable fields, there are other workarounds that involve either override fields or automations.
Jun 26, 2021 12:42 PM
thanks for the tip, but i think i messed up a bit. I haven’t learned how to use this rollup function yet. could you be more specific?
Jun 26, 2021 07:23 PM
Jun 27, 2021 01:24 PM
Thanks. this video was very enlightening.