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AmandaIn_Sales's avatar
AmandaIn_Sales
Qrew Trainee
6 years ago

Connecting two child databases?

I have three tables. Canvassing Leads which creates records in Sales Appointments and Homeowner Contact details. Now I need to grab the appointment day and time from Sales Appointments and put them in to Homeowner Contact details. 

I guess the issues is is that I don't know how to make Sales Appointments update the correct Homeowner Contact, which got it's info from Canvassing leads. Here's my relationship diagram. 


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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    Are you sure you have that bottom relationship correct? It seems to me that Home owner contact should have many sales appointments. Your diagram shows it the other way around? Can we first sort that out?
    • AmandaIn_Sales's avatar
      AmandaIn_Sales
      Qrew Trainee
      6 years ago
      Totally agree that Homeowner Contact Details should be connected the opposite way to Sales Appointments. What I was running in to though, is that I cannot do a combined  text field of the Appointment Date, I get this error "That summary function cannot be applied to this field..."
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      6 years ago
      no problem on that summary field. 

      There are two solutions.

      Make a text field of date called [Appointment date in Text format]

      ToText([Appointment Date])

      Then do a combined text summary of that field.

      Then on the parent record turn that back into a date

      ToDate(ToText([Combined text summary of the Appointment Date field])

      You can also make what is called a reverse relationship, but maybe just go with the combined text summary field for now.
    • AmandaIn_Sales's avatar
      AmandaIn_Sales
      Qrew Trainee
      6 years ago
      Okay, so this is what I have in a Formula - Text field on the parent record: ToDate(ToText([Combined Text Appointment Date in Text Format]))

      Error I'm getting is: "Expecting text but found date
  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    Just another general note, is the table homeowner contact details?  I would think the table is homeowner with fields that have the contact information.  

    You probably could use a report link since canvasing leads is the common denominator here.
    • AmandaIn_Sales's avatar
      AmandaIn_Sales
      Qrew Trainee
      6 years ago
      I have a report link in the Homeowner Contact Details connecting to sales appointments. Am I able to pull information from specific fields using report link? What I'm looking for is to pull a status, a date, and a time from Sales Appointments to Homeowner Contact Details. 
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      6 years ago
      I would suggest that for this step

      At this point, the user would have to lookup the homeowner appointments by linking the homeowner to appointments on the Homeowner Contact Details page via a dropdown or something? Does that sound right? 

       You would launch off the Homeowner record to add a child sales appointment record.
    • AmandaIn_Sales's avatar
      AmandaIn_Sales
      Qrew Trainee
      6 years ago
      Is there a way to automate that? I want to place restrictions to the homeowners that a user can view based on the date of the sales appointment. Homeowners are attached to a forum like thing on their accounts so users can view all of the interactions someone had with a homeowner. Not all homeowners have appointments, but all homeowners will eventually have an interaction. And some users should only be able to see homeowners that their appointments are linked to / appointments for the whole team for that day

      I'm not sure if there is a way to jump on a call with you or another consultant as well as get someone on the app to see it to help get this in place?