Bring field "forward" to related table
I have a Department table. Department and director email are two fields in this table.
In another app, Customer Satisfaction Survey, outsiders will use a form and pick a department. I want, on s...
Forum Discussion
Hey Tony,
I don't totally understand your intent as it your initial question and latest response seem to have opposing goals of displaying the Director's email once submitted or not at all (both are possible).
Here are couple things to consider:
- Notification data is separate from displaying form data, so you'll have access to fields that are not necessarily shown on a given form.
- You may have cross-app relationships so it may be useful to relate Surveys to Departments
- But, I try to avoid these cross-app relationships when possible (consider a Pipelines search to locate the Director's email instead once the new Survey record is created?) But, it depends on your use case.
- Form fields may be set to display on add, edit or view. So you could have the director email shown on "view" (after the record is saved), but not on "add" (when submitting the form)
If you've created the Surveys table where users/visitors are able to create records, then it seems like you would be able to trigger a email notification when a new record Survey record is created and the Director's email field is not empty (based off the selected Department)?
Hopefully that helps!
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Brian Seymour
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Thanks, Brian. Now I see why you and at least one other helper were confused. I didn't word it in a clear fashion. I have now edited, so I hope that helps.
I have the form working as intended, where it doesn't show director e-mail field. The field does show up on my All Records table, which is correct. But now, I am only getting it to show the record id# and can't get the proxy field to work correctly. For the proxy, it only shows me FY and Month, which aren't in the Departments table. I am lost as to what is broke here
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
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In your screenshot of the Related Department field props, click the "Edit the Relationship" link near the top. Then, you'll be able to add "lookup fields" from the Departments table into your Customer Satisfaction Surveys table.
Presumably, you'd look up the Department Name and the Director's Email fields so they'd be available in the Customer Satisfaction Surveys table. Then, change your Related Department's Proxy in your screenshot to Department - Name (or whatever makes sense for your User's to select the appropriate Department). Then, you could email the Department - Director Email when a new record is created.
That all assumes there is a relationship already in place between where Departments have many Customer Satisfaction Surveys.
If that's not the case, then you'd have to explore other workarounds such as creating a "Departments" Text - Multiple Choice dropdown where you'd pick a value that not related to anything and then use Pipelines to search through your Departments table to find the selected Department (to get the Director's Email). I'm reluctant to mention this last point! One thing at a time! Did the first few paragraphs make sense and are your two tables already related?
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Brian Seymour
------------------------------Yes, that all makes great sense. I have already done that. Just assuming I have done it incorrectly.
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------In your relationship screenshot, click the "Add Lookup Fields" button in the bottom-right. Then, add the Department's "Name" field (assuming that's what you are tracking in the Department's table and how a Surveyed User would intuitively select a Department). Then, once the Department - Name field is available on the Survey's table, I'd update your Related Department proxy to use the Department - Name. Next, include the Department - Name on your form, so when User's are completing the Survey, their actually selecting the Related Department's ID by visually selecting the Name (the proxy) when completing the Survey. Then, once the Survey record is saved, trigger your email to the Department's Director.
Note, it looks like in one of your latest screenshots, you have a Department (Text - Multiple Choice) field in your Surveys schema. Is that necessary and is that what is creating the confusion? It's seems like that field should be removed?
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Brian Seymour
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