Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
Ok, np,
You say that you want to enter an account number on a form and have the client info auto populate on the form. Presumably you do not want to expose the full list of account numbers to the person entering an application form.
1. Make a field on your data entry form called �Enter Account Number�. This would be a numeric field if the aacocunt numbers are numeric, else Text.
2. Make a formula numeric (or formula Text) field with t(e formula of [Enter Account Number]. Call it �Account Number for Relationship�
3. Make a relationship where One Account as Many application forms. On the right hand side, do not let Quick Base make a new field for you, but rather select the field �Account Number for Relationship�.
4. Lookup any fields from the account number down to the Application form.
You say that you want to enter an account number on a form and have the client info auto populate on the form. Presumably you do not want to expose the full list of account numbers to the person entering an application form.
1. Make a field on your data entry form called �Enter Account Number�. This would be a numeric field if the aacocunt numbers are numeric, else Text.
2. Make a formula numeric (or formula Text) field with t(e formula of [Enter Account Number]. Call it �Account Number for Relationship�
3. Make a relationship where One Account as Many application forms. On the right hand side, do not let Quick Base make a new field for you, but rather select the field �Account Number for Relationship�.
4. Lookup any fields from the account number down to the Application form.