Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
I assume that you are entering transactions and want to code them to the correct Company, Group and Department.
I also assume that in fact your setup is that is that
1 Company has many Groups and 1 Group has Many Departments.
First setup your table of companies and make a relationship to the table of Groups such that 1 Company has many Groups.
Similarly make a relationship where 1 Group has many Departments.
Then I assume that you have a table of Transactions that you are trying to code.
Make a relationship where 1 Company has many Transactions.
Then make a new relationship where 1 Group has many Transactions.
The reference field for that relationship on the top right will be [Related Group] Set the field properties to be conditional such that having chosen [Related Company], only offer choices which match [Related Company] from the groups table.
Then make a relationship where 1 Department has Many Transactions. Similarly, the reference field for that relationship on the top right will be [Related Department]. Set the field properties to be conditional such that having chosen [Related Group], only offer choices where that match [Related Group] from the Departments table.
Post back if you get stuck and I can try to help you here, or contact me if you need additional one on one assistance via the contact info on my website QuickBaseCoach.com
I also assume that in fact your setup is that is that
1 Company has many Groups and 1 Group has Many Departments.
First setup your table of companies and make a relationship to the table of Groups such that 1 Company has many Groups.
Similarly make a relationship where 1 Group has many Departments.
Then I assume that you have a table of Transactions that you are trying to code.
Make a relationship where 1 Company has many Transactions.
Then make a new relationship where 1 Group has many Transactions.
The reference field for that relationship on the top right will be [Related Group] Set the field properties to be conditional such that having chosen [Related Company], only offer choices which match [Related Company] from the groups table.
Then make a relationship where 1 Department has Many Transactions. Similarly, the reference field for that relationship on the top right will be [Related Department]. Set the field properties to be conditional such that having chosen [Related Group], only offer choices where that match [Related Group] from the Departments table.
Post back if you get stuck and I can try to help you here, or contact me if you need additional one on one assistance via the contact info on my website QuickBaseCoach.com