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EricFixler1's avatar
EricFixler1
Qrew Trainee
5 years ago

Child to Parent Record Update

Child to Parent Copy
In this example I am focussing on two tables

Company and Contacts

Some contacts have the related company as TBD and that causes issues in reports on other related tables.

I need to change all TBD companies to a combined field of "Last Name" & " First Name" & "TBD" and then have the child record be related to the parent record ID so I can report on it correctly.

I created a TBD Formula field that creates the correct company name but I don't know how to create
new companies and relate the existing child records to the new company ID.




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Eric Fixler
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  • BlakeHarrison's avatar
    BlakeHarrison
    Qrew Captain
    5 years ago
    For existing records, I'd suggest just importing that from the Child table to the Parent table. Moving forward, I would setup a Pipeline that creates a Company record when a Contact record is created and when the Company is TBD

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quickbase Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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