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 Tips & Tricks

2024/07/11 • 2 min. to read

In this topic

• Get month name from date
• Output only if child records exist

Get month name from date

If you want to determine the month name from a date field, it is best to use Text Formatting in the Field Settings of the date field. If you use the month field in a PivotTable as a column label, the sorting depends on the sorting of the records in the data sheet by default. This may produce the following result: This can be prevented by specifying the sorting for the column name: This produces the following result: The example can be downloaded in the Download Area.

Output only if child records exist

Example A list of all customers for which customer ledger entries exist should be created. Customers that do not have customer ledger entries should not be included in the list. The list should output the number, name and balance of the customer. The trick in this case is not to output the fields directly at the customer level: The example can be downloaded in the Download Area. As you can see in this example, the first thing to do is to link the customer to the first customer ledger entry. After that the customer ledger entry will be linked to the customer again and the data of the customer will be output. As a result, only those customers are output for which a customer ledger entry is also found.