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Auto assign relationship to connected detail table

  • 1.  Auto assign relationship to connected detail table

    Posted 11-25-2017 16:42
    I have a client table (master table)
    The key field is the Record ID#

    I have a connected table (.csv via SFTP) of scheduled ads (detail table)
    I have included a field in the imported data named: QB#. QB# is the record ID# from the Clients table. 

    The table-to-table relationship adds the field: Related client, to the detail table.

    My goal is to auto-populate the Related client field with the Client name (from the master Client table) as the data is updated, so that those records would appear under the Client table.

    I have not been able to find any info on this procedure if it exists.

    Appreciate any insight.



  • 2.  RE: Auto assign relationship to connected detail table

    Posted 11-25-2017 19:38
    No problem,
    The Key field to the Clients table is [Record ID#].  When you built the relationship Quick Base was trying to be helpful and it created a new field called [Related Client].  That would be OK if you wanted to to manually link up each Scheduled Ad record.

    But what we really need on the right side of that Relationship is the [Record ID#] of the client record. 

    So, .. just delete that relationship as you have very little invested in it in terms of lookup or Summary fields and create a New relationship, but this time for the right hand side field which is he "reference" field for the Relationship don't let Quick Base create a field for you, but rather select the field [QB#] as the reference field.

    You should also delete the field [Related Client] as it will not be needed and will just be confusing.  When you delete the Relationship, Quick Base will ask if you want to delete that field. 


  • 3.  RE: Auto assign relationship to connected detail table

    Posted 11-26-2017 16:53
    Thanks again.