Link Parent Table to Child Table on two fields

Question

Good day all.&nbsp; Seeking advice on the following scenario.Partner table - collects data about specific partner.Transfers table - collects data about transactions involving partners.The Transfers table has 2 fields Transferring Member and Receiving Member, both of which pull from the Partner Name field in the Partner table.&nbsp; This is because in any given transaction a Partner can be the party selling an interest or receiving an interest.&nbsp; Linking to the same field in Partner table helps to ensure data entry consistency.So between the Partner table and Transfers table there are 2 relationships.&nbsp; One between Partner [Partner Name] and Transfers  and a second between Partner [Partner Name] and Transfers [Receiving Member].At the Partner level it is easy to embed a report that would show all Transfers when the Partner Name matches a value in the Transferring Member and a second report when it matches in the Receiving Member.&nbsp; The results returned are correct and displaying as expected.What I'd really like, however, is to show the results in a single report.&nbsp; The results would be those records where the Partner Name appears in EITHER the Transferring Member or Receiving Member field of the Transfers table.I am stumped on how I could accomplish this.&nbsp; Any assistance would be appreciated.------------------------------Ember------------------------------

markshnier__you · Answer

Report Link fields can also do Non Exact Matching. There is a checkbox for this on the report link field properties.

It was always very fuzzy to me what that meant. So I wrote it down in my cheat notes to myself.

Report Link non exact matching means that the field on the "Parent" (left) must be contained within the field on the right "Child".

SET NON EXACT MATCH!!!

So, .... Should mean that if you made a formula concatenated field of the two different partner names like

Fred Flintstone - Barney Rubble

who were involved in the transaction you should be able to match the partner name on the left of the configuration fields with the combined partner names as the right matching element as set non exact match

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

emberkrumwied · Answer

Thank you Mark, that is fabulous.&nbsp; I couldn't find a checkbox with the name you mentioned but there was a checkbox titled "Value Matching - Only include values if they match exactly in both fields".&nbsp; That did the trick!Now, part 2 of my evil plan ; ):So we know about the Transfers table but I have a second table, Transfer Steps.&nbsp; This table is linked to the Transfers table to indicate if a Parent Transfer involved multiple steps.&nbsp; At the Parent level I am showing the beginning and ending of a membership interest move, however (due to tax reasons) the ending result might have included intermediary steps to complete.Example:Parent Transfer - Partner A transferred 20% interest into Partner D.Child Transfer - Partner A transferred 20% interest into Partner B; Partner B transferred to Partner C; Partner C transferred to Partner D.The Transfer table and Transfer Steps table both have/use the same data columns so what would be the best way (if it's even possible) to have a single table that would show, row by row, all the rows from the Transfer table and all the rows from the Transfer Steps table.Thanks!------------------------------QuickBase Admin------------------------------

markshnier__you · Answer

Re: so what would be the best way (if it's even possible) to have a single table that would show, row by row, all the rows from the Transfer table and all the rows from the Transfer Steps table.Not possible the show the results of two tables combined into one table.&nbsp; However the embedded report can be any report type.&nbsp; If Transfer Steps are Children of Transfers, then you can look up any fields from Transfers to Transfer Steps and then sort and group the report by Transfers and include in the Group by fields any Transfer fields that you don't want to be repetitive.You can also make a Rich Text field on Transfer steps to use on the embedded report fo the Group by.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

emberkrumwied · Answer

Bummer...is there a way then to display the Parent table and embed Child records where they are linked?&nbsp; Perhaps in a collapsed view with a plus sign to expand to show the child records, if any?&nbsp; Right now my screen shows two separate reports and looks a bit confusing to users.&nbsp; If only the Parent record was shown with the option to expand to show Child records, that would consolidate the information being presented on the screen.------------------------------QuickBase Admin------------------------------

markshnier__you · Answer

I think your only option is two reports because you don't always have Transfer Steps.&nbsp; You can have a form rule to hide the Transfer steps report if there are not any.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Forum Discussion

Link Parent Table to Child Table on two fields

Related Content

Parent table with custom key from a formula

Totaling Child Records Live on Parent Form

Add child record through parent form and redirect back to parent form in edit mode

Many parent records on a single child record

View all Parent records and related Child records in single table view