Relationships - Parent, child and proxies

Question

Def a noob question, but I've tried everything!I have Registration Table:

UUID [key], alphanumeric code means nothing
Name
Telephone number

Transfers table:We get a list each month from suppliers of who they transferred money to in a month. We get:

Telephone number
Amount transfered
Date of transfers

I'd like the amount and date of transfer to appear in the Registration table.&nbsp;My issue is, I see Registration table as the Parent, and I can only create the relationship based on the key, which doesn't appear in table two. The phone numbers should match however.I've tried flipping the parent / child relationship around, that didn't work either.Any advice would be super helpful!(I tried using a third table that had UUID and telephone number, but this seemed overly complicated and was another dataset to maintain).------------------------------Rory Crew------------------------------

markshnier__you · Answer

In order to get them to match up automatically, you would need to set the Phone # field in your Registrations table as the Key field. You should try this first in a Copy of the app if you have never changed a Key field.

I don't know how many relationships the Registrations table has now where it is the Parent, but if it has many relationships, then you definitely need to test or look to a QSP for some assistance,

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------

rorycrew · Answer

Thanks appreciate it!I can't use the phone number as a primary key as it may change for some people.On the QSP front, I've contacted the makers of DC many to many, Veilsun and Juiced technology's triggers. Are there any others I should consider?CheersRory------------------------------Rory Crew------------------------------

donlarson · Answer

Rory,I highly recommend Juiced Triggers.&nbsp; &nbsp;This has a great Search Feature will allow you to add the record to the Transfers Table and then the Trigger will find the correct Parent in the Registration table and relate them.------------------------------Don LarsonPaasporterWestlake OH------------------------------

evanwestbrook · Answer

Rory,Making Registration a parent of Transfers would create the architecture required for the summary field.It sounds like you're looking for is something like:

Transfer Added
Find a Registration that matches the Transfer's [Telephone Number]
Write the Registration's [Record ID #]&nbsp;to Transactions [Related Registration]

I'm not aware of a native QuickBase function that will accomplish Step 2 (search then add.) However, you might be able to get users to make that connection for you without even knowing it:

Create relationship of Registration to Transfers (one to many)

Make [Telephone Number] the proxy field for [Related Registration]
Make [Related Registration] required

On the Transfer table, make this new [Telephone Number] the way users select [Telephone Number] for a Transfer
When a record is saved and [Related Registration] changes, copy new [Telephone Number] to old [Telephone Number] field

This can be accomplished via Form Rule, Webhook, or Automation

In your UI, always display old [Telephone Number] and only allow users to edit new [Telephone Number]

By using this method, the actual [Telephone Number] receiving the Transaction is preserved (valuable for audit purposes). The Registration also stays tied to this Transaction even if Registration record's [Telephone Number] changes. As a bonus, this will make sure your users are always making Transfers to valid Registrations. After all, they're already entering [Telephone Number]. They might as well use the method that ties everything together! You'll also save your users some clicks (1 click and 10 keyboard presses goes to 2 clicks)!------------------------------Evan WestbrookPRIME DeveloperHarder Mechanical Contractors Inc.Portland OR------------------------------

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Relationships - Parent, child and proxies

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