Original Message:
Sent: 03-17-2023 14:55
From: Mark Shnier (Your Quickbase Coach)
Subject: Proxy Fields
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.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
Original Message:
Sent: 03-17-2023 14:50
From: Allison Watson
Subject: Proxy Fields
Here is another screen shot of the From View - it shows the numbers, not the proxy field info.
------------------------------
Allison Watson
Original Message:
Sent: 03-17-2023 14:46
From: Allison Watson
Subject: Proxy Fields
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.
------------------------------
Allison Watson
Original Message:
Sent: 03-17-2023 14:38
From: Mark Shnier (Your Quickbase Coach)
Subject: Proxy Fields
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.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
Original Message:
Sent: 03-17-2023 14:28
From: Allison Watson
Subject: Proxy Fields
Here are screenshots in grid view & in edit view.
------------------------------
Allison Watson
Original Message:
Sent: 03-17-2023 14:13
From: Mark Shnier (Your Quickbase Coach)
Subject: Proxy Fields
Can you show us a screen shot of the problem?
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
Original Message:
Sent: 03-17-2023 14:11
From: Allison Watson
Subject: Proxy Fields
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?
------------------------------
Allison Watson
------------------------------