Hi Paul,
1) If the automation or pipeline is creating the child record, you can add into the automation/pipeline to enter the parent field value in the child field. This way there will be no difference between the two fields as it is copying the value entered in the parent field.
2) If the automation or pipeline doesn't create the child record, check for errors or run conditions that are preventing it from creating the record.
3) You can create a summary field via the relationship back to the parent record. If there is no child record or the values don't match, you can see that on the parent record.
Hope that helps!
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Johnny Lundgren
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Original Message:
Sent: 11-19-2021 12:22
From: Paul Peterson
Subject: Check if a value is in a list of records
I have two tables in a relationship and need to check if the value in a field in the entered in the parent table exists in a column in the child table. The use case, the parent table contains order information and the child table contains verification data for some of the order data. A ticket is created in the child table by an automation (soon to be replaced with a pipeline) when a new order is created in the parent table. However, for various reasons the individuals doing the verification may not be able to find the ticket that was created by quickbase. If they cannot find the system generated ticket, they will manually create a ticket. The best I can hope for in this situation is to check if they project manager enters a valid ticket number in the parent table. By valid I mean that the ticket number entered in the parent table is actually in the ticket field in the child table.
I hope that made sense and am looking forward to your suggestions.
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Paul Peterson
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