How do i populate few fields from another table?

Question

Hi,&nbsp;I have two tables. 1 - a table contains quote number, approval date, country etc..&nbsp; 2 - a table to key in the quote record whenever I create one. I want to - whenever I enter the quote number into table 2, it retrieves&nbsp;country, approval date, requester etc from table 1.&nbsp; I've tried to build relationship between these tables(table 1 as parent) and added lookup fields. But&nbsp; the field names populated without field values.Could you please advise where I did wrong? How should I do it?Thank you!------------------------------Annie------------------------------

evanmartinez · Answer

Hi Annie,A relationship is the right way to pass information from a Parent Record (Your Quote table) down to your Child Table (Quote Records?) You would want a relationship where 1 Quote could have many Quote Records. Then you would need to go into each Quote Record and update them to connect to the right parent Quote in the Related Quote field (or whichever field you chose as your reference proxy). This way the records will line up and the lookup fields you add to the relationship will then pass down once they have been related together.&nbsp;One thing you want to make sure is that the fields you have on the form are indeed the lookup fields you create inside that relationship as part of it and not another field with a similar name. You would also want to make sure the Related Quote field you are filling in is the one that is part of your current relationship. Sometimes when a user creates a relationship and then deletes it and creates it again they end up with multiple fields with very similar names and that trips them up. If you are still having trouble that that point you can also connect directly with our Care team and&nbsp; they can schedule a screenshare with you to take a look at your app together one on one and walk through what might be tripping you up. I hope this information is helpful Annie.------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

annie_chunjicui · Answer

Hi Evan,&nbsp;Thank you so much!&nbsp; I didnt know I have to go to each record to update them..&nbsp;Thank you for the information too!------------------------------Annie------------------------------

evanmartinez · Answer

Hi Annie,Awesome, I am really glad to hear that helped.------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

annie_chunjicui · Answer

Hi Evan,&nbsp;One more question.. Table 1 is from connected data (example salesforce). Is there a way to real time update the record?&nbsp;I realized that if I create the record right after I release quotes.. Highly likely the sync did not happen yet..Thank you!!------------------------------Annie------------------------------

evanmartinez · Answer

Hi Annie,If you are an admin in the app then at any time you should be able to do a manual refresh by clicking the refresh button that appears right on the table. That will manually go back to the source and look for any updates or changes. It says "Refresh Data" right next to a blue plug icon.------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

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How do i populate few fields from another table?

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