Forum Discussion

AlexGale's avatar
AlexGale
Qrew Captain
7 years ago

Associate existing child record to existing parent record from parents table.

I have two related tables, a Parent and a Child. The way users typically use my app, they often find themselves wanting to associate new Children to a Specific Parent record, without actually knowing what specific Child records they might want. 

Right now if I want to associate an existing child record with a specific Parent, I have to remember that Parent name, then go into the Child table and search for a relevant Child.

Since in my case searching for a relevant Child might be a long and involved process, it is easy to lose track of which Parent you are intending to associate the Children with. 

What would be more useful is if there was a way to, from from a specific Parent record, generate a report of all un-linked Child records, and easily associate them with that specific Parent.

I have been looking into generating such a report using the Quickbase API and a formula URL field on the Parent table, but so far no luck.

This is an odd and specific case, so I would not be surprised if it wasn't possible, but it would be surprisingly helpful for our workflow. 

Thanks. 
  • I do this all the time for my clients, but the process is a bit too complicated to explain here.  basically my process is that you launch off a Parent record  into a report of children with no parents.  You can then click click click on as many children as you like and have full access to the dynamic filters and search box on a regular table report.  Then click a button to get back to your parent and you will see your Parent with all its children now attached.

    Contact me via the information on my website if you would will like me to set this up for you and teach you the technique to use in future.  It involves no "javascript" , all native Quick Base.

    My contact info is at QuickBaseCoach.com

    It usually takes about 1.5 hours to set this up and do the training so you understand what I have done and could replicate it if you need the technique for another similar situation. 
    • AlexGale's avatar
      AlexGale
      Qrew Captain
      I appreciate your willingness to help. That does seem like exactly what I am looking for. I may end up contacting you, but for now we need to consider how involved the process seems to be on our end. 
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      I can do a quick demo if needed.

      There is an app which does quotes to customers.  The similar need is to create the parent "Quote" and then quickly add product line items to the quote where there are thousands of possible products and there may be a need to add say 5 lines to a Quote..