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  • 1.  Learning quikbase -topic relationship

    Posted 11-17-2020 02:30
    Hi I'm learning quickbase through the quickbase university. i build a one to many relationship between 2 tables- customer and contacts. I have added the lookup field as customer name(reference proxy), customer address and main phone.  But while adding a contact in contacts table, the customer name is not showing properly. Please tell if i missed something or is it quickbook's error.

    The customer name is not showing in the lookup - reference. instead the address , record id is only shown


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    Newton Aswin
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  • 2.  RE: Learning quikbase -topic relationship

    Posted 11-17-2020 07:47
    np,
    Go tothe Advanced Properties of the Customer Table and adjust the Record Picker Fields.  

    They are called record picker fields because they help users pick  which record they want from a drop-down list. So get rid of record ID and make the customer name first and that may be the only field you want to offer your users to help them pick records but maybe there is a secondary field like city or something like that that you want to offer as well.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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