DebbieSmith1
6 years agoQuickbase Staff
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.
- Create a pay to field that has a choice of employee or vendor.
- Create a relationship between Payments and Employees with Payments as the parent
- Create a relationship between Payments and Vendors with Payments as the parent
- 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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