Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
Proxies are in fact very useful and should almost always be used when the key field of the table is Record ID#. The exception might be if you are using the [Record ID#] field as the number wheel for say an auto generated Order# or Quote#.
The purpose of the Proxy field is that you use it on forms for data entry.
In Edit/ Add mode it will behave as Related Parent so you can select the [Record ID#] of the Parent, but then in view mode, you do not want to expose the meaningless record ID# to the user, so in view mode the proxy field automatically would display Parent Name if that was set as the proxy field for [Related Parent].
You van do this manually on the form by having related parent show in =edit / add and [Parent name] show in view mode, that is clunky and extra steps to se up. It can also mess you up in Grid Edit to need to expose the [Record ID] to the users.
The purpose of the Proxy field is that you use it on forms for data entry.
In Edit/ Add mode it will behave as Related Parent so you can select the [Record ID#] of the Parent, but then in view mode, you do not want to expose the meaningless record ID# to the user, so in view mode the proxy field automatically would display Parent Name if that was set as the proxy field for [Related Parent].
You van do this manually on the form by having related parent show in =edit / add and [Parent name] show in view mode, that is clunky and extra steps to se up. It can also mess you up in Grid Edit to need to expose the [Record ID] to the users.
- ForrestParker7 years agoQrew CadetThe Edit/Add vs. View mode discrepancy is the reason I use proxy fields. I'm not sure why Quick Base finds it necessary to display the record ID# in view mode and the useful value in Edit/Add. If they would simply show same value for all three modes (add, edit, and view), then proxies could probably go away, which would be nice._
- DavidBrogdon7 years agoQrew Assistant CaptainI was not aware of the View Mode discrepancy regarding record picker data. It seems that, because of this one flaw, proxy fields are a necessary evil in this case. I guess I will have to set them for any forms that will require certain data in view mode besides the record ID.
Thanks for your replies.