Auto-fill Field within the Same Record
I am so frustrated! I've been searching for weeks on a way to auto-fill fields within the same record. I know there has to be an easy way to do this, but I just cannot find it. Here's what I need: ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendI will answer your question below, but I have to say it is usually not a good idea to have the same information captured in different fields on the form. Eventually you will want to run some report by customer and you'll have a mess on your hands with the customer being on multiple places on the form and perhaps the customer name spelled differently on each tab.
Now just to be clear about my interpretation of what you were saying, you seem to be saying that you were capturing for example the customer name in two different fields with two different field names.
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Mark Shnier (YQC)
Quick Base Solution Provider
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mark.shnier@gmail.com
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Now just to be clear about my interpretation of what you were saying, you seem to be saying that you were capturing for example the customer name in two different fields with two different field names.
But having said that if you do have a field that needs to be auto filled from another field, you can have a form rule that says the following
Where multiple conditions are true
my customer name field number two is blank and my customer name field one is not blank copy then actin
Copies of value from customer name number one into the field customer name number two.
my customer name field number two is blank and my customer name field one is not blank copy then actin
Copies of value from customer name number one into the field customer name number two.
Remember to uncheck the box at the very bottom of the form so that this fires all the time.
Going back to what would be a better set up, for Common fields it would be better to have those fields at the top of the form and then have the tabs below that says it's a common information is seen by our users for all tabs and then on the tabs there's only unique information just for that tab.
Going back to what would be a better set up, for Common fields it would be better to have those fields at the top of the form and then have the tabs below that says it's a common information is seen by our users for all tabs and then on the tabs there's only unique information just for that tab.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Thank you. So, what if I removed one of the tabs in my table and created a new table with that information. How could I get the "main" form to populate the address? I've tried multiple times to do this, but it's just not making any sense to me. Basically taking the info highlighted below from one table auto-populating fields in another table. That would remove the duplicates withing the same table.
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Rebecca Moore
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Rebecca Moore
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- MarkShnier__YouIt is possible that you were missing one of the most powerful and fundamental concepts of QuickBase. That is relationships.
https://help.quickbase.com/user-assistance/about_relationships.html?Highlight=Relationships
Do you have any relationships in your application?.For example your customer Table would hold all the customer information and then it would have child records for the other types of information. Then you would look up information from the parent record down to the trial tables.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- MarkShnier__YouAnother idea is to simply make a formula field equal to another field and put the formula field on mumltiple tabs of the same form. There are some special formula I can help you with for Address field types.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - Again, Thank You! I believe that I can separate some of this information into a table to table relationship. I was able to create the relationship and it works perfectly, but now I have 2 questions.
1. Can I change the way the child information appears in the parent? If so, how? I need this information to appear in parent table as if it were a separate tab.
2. I have more than 3 fields that I would like to link. Is that possible, maybe with a formula?
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Rebecca Moore
------------------------------- MarkShnier__YouThere will have been a field created on the left side of the relationship which is a "Report Link" field type. That is a special type of field which will "run a report" and put it on the parent record.
Set the FORM properties for that field to display the child record directly on the Parent record as an embedded table. Then make a report to control the columns and the sort of the children and adjust the form Properties to use that report. The system will have auto created a report called Embedded for Parent that you can use fore this purpose.
As for adding more than three lookup field, you can only add three lookup fields at a time, but you can do that as many times as you like. There is no limit.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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