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  • 1.  Proxy Fields

    Posted 3 days ago

    I have the following tables set up:  Customers, Contacts, Locations & Projects.

    In "Projects", I have cascading drop downs set up to choose related Customer, related Contact & related Location.  

    I have designated "Proxy Field" values for all 3, but they are still displaying as the Record ID numbers, instead of the Proxy Fields.  When I edit the project, it shows the proxy fields correctly, but in the grid view, I only get the numbers.

    What am I doing wrong and how can I make it show the proxy values on the grid view?  



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    Allison Watson
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  • 2.  RE: Proxy Fields

    Posted 3 days ago

    Can you show us a screen shot of the problem?



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Proxy Fields

    Posted 3 days ago

    Here are screenshots in grid view & in edit view.



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    Allison Watson
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  • 4.  RE: Proxy Fields

    Posted 3 days ago

    I think perhaps you're thinking of what a proxy field is, is backwards.  :)

    The proxy fields are the fields that should be put on the form and on your reports. Not the various  [Related XYZ fields] which are the meaningless (to users) numbers.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Proxy Fields

    Posted 3 days ago

    So....then there's no way to make it display properly?  How is anyone supposed to know what customer #2 is?  I want it to actually show the customer name, not the #2.  



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    Allison Watson
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  • 6.  RE: Proxy Fields

    Posted 3 days ago

    Here is another screen shot of the From View - it shows the numbers, not the proxy field info.  



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    Allison Watson
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  • 7.  RE: Proxy Fields

    Posted 3 days ago

    What I'm saying is that if you want to show the Customer Name field on the form then put the Customer Name field on the form and not [Related Customer]. 

    Make the proxy field for Related Customer be [Customer Name] and put the Proxy field ie [Customer Name] on the form and on reports.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------



  • 8.  RE: Proxy Fields

    Posted 3 days ago

    That makes sense now!  I got it working right.  Thanks for the help!



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    Allison Watson
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