Forum Discussion

Re: Join Existing Data

I think the easiest way to accomplish this would be to create relationships between the tables and use form rules to have the user choose if they are paying a vendor or an employee.

  1. Create a pay to field that has a choice of employee or vendor.
  2. Create a relationship between Payments and Employees with Payments as the parent
  3. Create a relationship between Payments and Vendors with Payments as the parent
  4. On the Payments table set a form rule to show:

 


The other option is to create a payees table and then create a relationship to the employees, vendors, and payments tables and then create an automation to add a record to the payee table each time a vendor or employee is created.



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Debbie Smith
Certification Program Developer
Quick Base
Plymouth MA
2394106333
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1 Reply

  • SyaefulBahri3's avatar
    SyaefulBahri3
    Qrew Trainee
    Hi Debbie,

    Thank you for your response. I will give it a try

    Kind regards

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    Syaeful Bahri
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