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I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

  • 1.  I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 13:37
    I need to pull fields from the participant table (one) and fields from the program-services table (many) for reporting needs. Both tables are related. Can this be accomplished in Quickbase?


  • 2.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 14:04
    Basically you will get all the fields in the Child table by adding look up fields on the relationship. So that look up fields can be used in reports too.

    Example

    Person Table:
    Fields : First Name
                 Second Name

    Program Services Table:
    Fields : Value

    Relationship: One Person to Many Program  Services

    So if you create a table report  a in Person Table: 

    Columns: 
                   First Name
                   Last Name
                   Program Services (Link)

     if you create a table report  a in Program Services Table:
    Columns: 
                   Person-First Name
                   Person-Last Name
                   Value


  • 3.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 14:27

    Sorry, you have to stay basic for me. In my Person Table I looked for a field type called 'lookup' for the value field in my program table but did not see any field type called 'lookup'> Can you help me understand what field type I need to setup in the Person table. P.S.>I do understand your logic just not the functional coding or field type selection.




  • 4.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 14:41
    You won't find a field type called lookup, its created on the relationship

    Steps:

    Go to persons table
    click on settings
    Click on table-to-table relationships
    So you will see a relationship persons to  program services Click on that
    you will see look up fields under Details Table - Program Services
    Click on add look up fields
    Select which ever fields from the parent table [in this case parent table is Persons]
    Click on Create 

    That's it , now you will get the fields on the report.

    If you need more help you can mail me, so i can have the screen shots attached and send it to you.


  • 5.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 14:44
    OK, let me try to create this with your detailed notes first. I will let you know how I make out. Thanks for your help!


  • 6.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 14:54
    OK, I got it to work. One more question... When I pulled the table-to-table relationships up, it only showed three entry fields. Will Quick base support more than three entry fields for use or am I stuck with just three fields that I can add?


  • 7.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 15:07
    There is no limit. It's a per peeve thing they need to address so we can add more than three look up fields at a time. Just repeat the process and add up to three more at a time as many times as you like.


  • 8.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 15:10
    Man, I was hopping you would say that! I worked a fair amount in MS Access over the years but this is my first Quick base app I am taken on. I have really been impressed with the help available over this support community. Thanks for your Intel and mostly your time spent educating me!


  • 9.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 15:10
    Richard you can create 3 look up fields at a time, but there is no limit of adding lookup fields. 
    Hope this helps you.


  • 10.  RE: I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

    Posted 05-26-2017 15:12
    Sure.  :)  I Hope it helped you.