Auto-fill Field within the Same Record
I am so frustrated! I've been searching for weeks on a way to auto-fill fields within the same record. I know there has to be an easy way to do this, but I just cannot find it. Here's what I need: ...
Forum Discussion
There will have been a field created on the left side of the relationship which is a "Report Link" field type. That is a special type of field which will "run a report" and put it on the parent record.
Set the FORM properties for that field to display the child record directly on the Parent record as an embedded table. Then make a report to control the columns and the sort of the children and adjust the form Properties to use that report. The system will have auto created a report called Embedded for Parent that you can use fore this purpose.
As for adding more than three lookup field, you can only add three lookup fields at a time, but you can do that as many times as you like. There is no limit.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Set the FORM properties for that field to display the child record directly on the Parent record as an embedded table. Then make a report to control the columns and the sort of the children and adjust the form Properties to use that report. The system will have auto created a report called Embedded for Parent that you can use fore this purpose.
As for adding more than three lookup field, you can only add three lookup fields at a time, but you can do that as many times as you like. There is no limit.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Does the information always display this way (as a grid), or is there a way to display each individual field as it looks on the child form?
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Rebecca Moore
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Rebecca Moore
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- Can you post a screen shot of the whole form?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Rebecca Moore
------------------------------- Sorry, that is not what I was asking for.
You provided a a screen shot above which was just a wide but not deep screen shot of some field headers on a report, presumably on an embedded report on a form. I was asking to see the whole form on which that report was embedded so i could see the form and the report in the same screen shot.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - Hopefully this is right. Sorry. As you can tell, I'm a novice. I love the program, I'm just learning it VERY slowly!
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Rebecca Moore
------------------------------ - Is your relationship that 1 Client has many Customers? So the Customer is the child table? If so, then yes, the customers will appear in a grid and if you need more detail you then drill into a customer in view mode and display the single customer record on its form.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - So, here's the thing. It really is a one on one relationship. Either can be the parent or child.
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Rebecca Moore
------------------------------ - I think we should stand back and understand your relationships.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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