Forum Discussion

ElenaLarrabee1's avatar
ElenaLarrabee1
Qrew Captain
6 years ago

How to set up a child record to automatically select its parent?

Hi everyone! I've just started playing with a connected Quickbooks table. I'm trying to find a way to have the records in the Books table automatically select a parent record in my Jobs tab...
Quickbase Automations
Relationships
JulioGomez's avatar
JulioGomez
Qrew Member
6 years ago
Hi Elena! 

In your relationship between the jobs and payments received table, is the reference field the Record ID instead of the actual Job Number? Even if you've set up the field to be a reference field and it shows the job number, the underlying data may be the Record ID. This is the only thing I can think of at this moment that might be the problem.

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Anthony Gomez
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  • ElenaLarrabee1's avatar
    ElenaLarrabee1
    Qrew Captain
    6 years ago
    Hi Anthony! It is. Do you know if there's a way to make the reference field the job number instead of the record ID without changing my key field in the parent table? I'm trying to avoid doing that if I can.

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    Elena Larrabee
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    • JulioGomez's avatar
      JulioGomez
      Qrew Member
      6 years ago
      According to the user guide, Quick Base only uses the Key field, I have tested trying to make another field unique and required tp see if it would allow that to be used in the relationship however I was unsuccessful. 

      Here's the link I found: https://help.quickbase.com/user-assistance/setting_the_key_field.html 

      Sorry I can't be more helpful!

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      Anthony Gomez
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      • ElenaLarrabee1's avatar
        ElenaLarrabee1
        Qrew Captain
        6 years ago
        That's okay, thank you! I'll just have to experiment with changing the key field to Job Number. I've just been hesitant to change it since my jobs table is the main table for the app, I don't want it to mess anything up with other relationships.

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        Elena Larrabee
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