I am wondering if there is a way to ""group"" like fields from a parent table and display them on a single form?
I'll try to be brief & clear: I work in a Pharmacy. We have created a Quick Base program to import an excel spreadsheet of data which contains prescriptions and patients (among other fields). Thi...
Quick Base can do it. I'll explain the basic steps below. Feel free to contact me via the CloudBase Services for more details. OK, here it goes.
1. Create a new table called Patients. In that table, you will store information about each patient (eg first name, last name, patient ID). Make the patient ID unique - e.g. each patient has an ID. No two patients have the same ID. Tell Quick Base the patient ID is unique by checking the "Required", "Unique", and "Check Existing Entries" check boxes at the top of the Field Properties page for Patient ID.
2. Create a new table called Employees. In that table, you will store information about each employee - including their Quick Base user name. Tell Quick Base the employee name OR email is unique by checking the "Required", "Unique", and "Check Existing Entries" check boxes at the top of the Field Properties page.
3. Rename the table you originally built "Prescriptions." Add a date field called "Date Filled."
4. Create a relationship between the Patients table and the Prescriptions table. One patient will have many prescriptions. When you get to screen below, or a similar one, choose "Patient ID" as the reference field AND choose Patient Name as a look-up field. [ I can walk you through creating the relationship OR you can do with the help of Quick Base's explanations. ]
5. Create a relationship between the Employees table and the Prescriptions table. One employee will have many prescriptions. I can walk you through creating the relationship OR you can do with the help of Quick Base's explanations. When you get to screen below, or a similar one, choose the unique field you created in #2 as the reference field AND choose Employee user name as a look-up field.
6. Now, go to the form in the Patient table. You may now be able to see all the prescriptions for that patient OR you may need to add some things to the form. Happy to walk you through that in an email or phone call.
