One to One project relations in same table.
I have a "Projects" table. We often have projects that are cancelled and given new project numbers. I have set up a relationship from the Projects table to itself. I am able to create a new project an...
Forum Discussion
Brian,
I will go another round with you on this now that I'm back from visiting with Quick Base in Boston and I'm all recharged.
re: " I prefer to create the New Job and link to the Canceled Job. "
Ok, so in this setup the Cancelled Job will be the Parent and the Child will be the New job, as you will be sitting on the New Job to select which Job it is related to. I would be very careful about naming the fields since it always gets confusing when you have a tale related to itself.
So I suggest naming the field in the relationship to be [Record ID# of Related Original Job].
On the original cancelled job the way to see info from the child is just like any parent child relationship, you have a report link field and put the children on a report on the parent record.
The configuration of the Report link field would be that on the left you would have [Record ID#] and the right side would be [Record ID# of Related Original Job].
So that should take care of the Original Job.
On the "child side of the relationship which is the new job, you should be able to lookup any fields you need and put them directly on the form. Or alternatively if you prefer to have an embedded report on the form of the cancelled job, you can make a report link field, but the two fields would be opposite configured. The Left side would be [Record ID# of Related Original Job] and the right side would be [Record ID#].
I'm doing this all in my head, so hopefully that will all work.
I will go another round with you on this now that I'm back from visiting with Quick Base in Boston and I'm all recharged.
re: " I prefer to create the New Job and link to the Canceled Job. "
Ok, so in this setup the Cancelled Job will be the Parent and the Child will be the New job, as you will be sitting on the New Job to select which Job it is related to. I would be very careful about naming the fields since it always gets confusing when you have a tale related to itself.
So I suggest naming the field in the relationship to be [Record ID# of Related Original Job].
On the original cancelled job the way to see info from the child is just like any parent child relationship, you have a report link field and put the children on a report on the parent record.
The configuration of the Report link field would be that on the left you would have [Record ID#] and the right side would be [Record ID# of Related Original Job].
So that should take care of the Original Job.
On the "child side of the relationship which is the new job, you should be able to lookup any fields you need and put them directly on the form. Or alternatively if you prefer to have an embedded report on the form of the cancelled job, you can make a report link field, but the two fields would be opposite configured. The Left side would be [Record ID# of Related Original Job] and the right side would be [Record ID#].
I'm doing this all in my head, so hopefully that will all work.