Forum Discussion

KellyBianchi's avatar
KellyBianchi
Qrew Assistant Captain
8 years ago

Can I have a text entry customer-lookup and a related-customer drop-down in the same table regarding the same relationship?

One set of permissions does not allow viewing of all records. So the user must enter an account number to pull of the data. However, Admins are permitted to see all records, and if using a form, I wou...
Ask about Quickbase functionality
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
no problem, I often rush with my answers so they are not as detailed as they could be.

The new field will be on the child side.  Make the new formula field first field first and it would look something like this

IF([Account # (direct entry)] >0, [Account # (direct entry)], [Related Account #])

but I don't know what your fields names actually are or if that field account # field is numeric or text .....


Then make the 2nd relationship, but rather than letting Quick Base make a new field for you called [Related Account], use the formula field.