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
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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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NathanielHammer's avatar
NathanielHammer
Qrew Cadet
6 years ago
As a side note,

I like to keep a sandbox of my application to do such things as change key fields without actually affecting integral data.  To do so, Go to your apps home page>settings>App Management>copy App>Select Copy App with data> the Press Copy App. You then have a play area to experiment in. I am attempting to do something that is the same as you in nature. I will let you know if mine works and how I did it.

Good Luck!

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nathaniel hammersmith
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