Lookup Question

Hi Ben, assuming your combination of date and name is unique, you should be able to do this. You'll want to relate the timecards as a parent table of transactions, then add a lookup field from timecards to transactions. If you look up a field that's present / required on all timecards, then on the transacations table you can check to see whether the lookup field has a value. If it has a value, than the person was working on the day of that credit card transaction. If the lookup field is blank, than they were not working. Here's how you can set it up:

1. Create a text formula on the timecards table to concatenate the date and name (maybe call it Timecard Key Field).
2. Change the field type of Timecard Key Field from Formula - Text to just Text, and make it the key field for the table. This allows you to initialize this field, and depending on how you enter timecards as time goes on you could import your date-name combination into this field.
3. Relate the timecard table as parent of the transactions table.
4. Choose any required field on the timecards table, and add it as a lookup field on the transactions table.
5. (optional) Create a formula checkbox field (maybe called something like Did employee work on day of transaction), that looks something like this:
   
   

   If([lookup field] = "", false, true)​

   
   One thing I need to add is that Quick Base is not PCI compliant, so you cannot store credit card numbers in a Quick Base app. Please make sure your credit card transaction data does not include credit card numbers.

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Brian Cafferelli
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