Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoCan you tell me all you relevant tables and their relationships. Which is the one and which is the Many. Also for each table what is the Key field?
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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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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- CaroleVandenbe25 years agoQrew TraineeYes, and I'll simplify a bit, because it gets quite convoluted - I'm pulling the actual data from SalesForce over to an internal set of tables and then pulling from them. BUT if I can learn how to do this, it'll solve a big long-term gap for me. I keep thinking there has got to be a way that I can apply every time I run into this. And I've run into it often.
- Main table for entry by users is Customer (one record per project for a customer).
- Tables from which we need data to support this Customer project are Accounts, Deals, and Products.
- Accounts, Deals and Products are parent tables, with Customer as child.
- I need to pull fields such as address from Accounts, sales owner from Deals, and product values from Products all into the Customer record.
- Currently, to do so, the user has to select customer name from a dropdown from the Account able to pull address through, the customer name to pull sales owner through from Deals, and then again the customer name to pull product values through from Product.
- It seems like I should be able to have them input the customer name one time, and then I can set up the logic to read it into the subsequent dropdowns. I have tried this but it doesn't work. (Wish it were that easy, right?)
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Carole Vandenberg
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