Forum Discussion

MarkComish's avatar
MarkComish
Qrew Assistant Captain
8 years ago

Newbie looking for help with a formula

Relationship between Companies and Contacts Tables...

On the table ?Contacts? there is a field called ?Title? 

If one of the contacts ?Title? field contains ?Chief Compliance Officer? I want that contacts field ?Contact Full Name? to be put in the field ?Chief Compliance Officer? in the ?Companies? Table.

Would really appreciate any help. 

  • You can do this with a reverse relationship.

    On the current relationship make a summary field of the Minimum of the field [Record ID#] subject to the filter that the title equals Chief Compliance Officer.   Call that field [Record ID# of Compliance Officer Contact]

    Then do a new reverse relationship where 1 Contact has many Companies, but during the setup do not let QuickBase create a new field for you for the reference field on the right side of the relationship.  Instead use the field [Record ID# of Compliance Officer Contact].

    Then just look up any info such as the name field from the Contact record to the Company record.
  • The above method is correct - but I�d ask why do you really want your table structured that way. You are duplicating info - and CRMs often aren�t set up that way.

    If you just want to display the CCO on the companies form, you can embed a report in the companies table main form - and set up the report filters to only show the CCO (or whatever key employees you want to display on the company record form)
  • Kevin is correct, unless you need to show the Chief Compliance Officer on a Company report, then the embedded report will not work.
    • MarkComish's avatar
      MarkComish
      Qrew Assistant Captain
      I am such a newbie and the way you laid things out made it easy for me to create it and do it exactly how I needed it.  I appreciate all the comments and the fast response!