Forum Discussion
MarkShnier__You
Qrew Legend
5 years ago In a relationship, the reference field is the field showing on the screen in the top right of the relationship. That is called the reference field. In many cases the key field of the parent table is the record ID which is not a meaningful number to be exposed to users.
So what we do is to look up the field which best represents the parent record. Sometimes it already exists such as customer name, and sometimes you might even wanna make a formula field to best represent parent record for human users.
Once you have that identifucation Field looked up in the relationship, Can you go back and edit the reference field at the top right of the relationship and select that look up field to be the proxy. Then on all forms and reports you only use the proxy field and it will behave properly and avoid the user being exposed to the meaningless record ID of the parent record
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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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