Forum Discussion
FreddieSabbs
5 years agoQrew Trainee
Hi Anaya,
If I'm understanding your issue correctly, what you want to see happen is when you add a new parent record (Appointments), you want Quick Base to automatically relate it to any existing child records (Clients) for that parent.
Two questions for you:
1. In the Appointments table...beside the [Record ID#] field, is there a field that is unique to each appointment (like an [Appointment ID])? And
2. Does that value exist currently exist anywhere in the Clients table?
If the answer to both of these questions is yes - then we can easily accomplish this. If the answer to either of these questions is no, then we may have our work cut out for us. Let me know and perhaps we can find a solution
------------------------------
Freddie Sabbs
Senior Solutions Consultant
Quick Base
fsabbs@quickbase.com
Cambridge MA
------------------------------
If I'm understanding your issue correctly, what you want to see happen is when you add a new parent record (Appointments), you want Quick Base to automatically relate it to any existing child records (Clients) for that parent.
Two questions for you:
1. In the Appointments table...beside the [Record ID#] field, is there a field that is unique to each appointment (like an [Appointment ID])? And
2. Does that value exist currently exist anywhere in the Clients table?
If the answer to both of these questions is yes - then we can easily accomplish this. If the answer to either of these questions is no, then we may have our work cut out for us. Let me know and perhaps we can find a solution
------------------------------
Freddie Sabbs
Senior Solutions Consultant
Quick Base
fsabbs@quickbase.com
Cambridge MA
------------------------------