Forum Discussion
JimHarrison
5 years agoQrew Champion
We typically leave the related field alone and remove it from all reports, forms etc. The Related comes in handy when you want to start changing its value and see the text in the [Contact Name] field change. The benefits of this are that you can style the Name field. Or you can make it read only. Or other features that do not affect the related field.
If the related field gets corralled, the relationship suffers. So best practice is to leave the related field alone and remove it from User view.
Also uncheck the add everything to the form and add everything to the report. Then when you add a field for testing or something, your Users don't start asking why there is a field named test on their Default Report or on the main form.
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Jim Harrison
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If the related field gets corralled, the relationship suffers. So best practice is to leave the related field alone and remove it from User view.
Also uncheck the add everything to the form and add everything to the report. Then when you add a field for testing or something, your Users don't start asking why there is a field named test on their Default Report or on the main form.
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Jim Harrison
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AndrewFry
5 years agoQrew Assistant Captain
So that is what best practice would be then: removing it from all report, forms, etc., and using the Proxy Field (i.e. Client Name) in those reports, forms, etc, correct?
I had noticed that every new field gets added to the forms/reports and it is annoying and a hassle to remove them all. Great tip!! Thanks Jim!
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Andrew
andrew.fry25@gmail.com
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I had noticed that every new field gets added to the forms/reports and it is annoying and a hassle to remove them all. Great tip!! Thanks Jim!
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Andrew
andrew.fry25@gmail.com
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- MarkShnier__You5 years ago
Qrew Legend
Yes you will only use client name and all your reports and all your forms now that you have correctly set the proxy field. Once your form stabilizers then go into the form properties and set fiancé not to automatically be added to the bottom of the form. Also go into your default report setting and similarly click the button not to automatically add fields to the report.
Can you set the report settings by going into settings then reports then way up at the top right there is a link to set defaults.
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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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