Forum Discussion
EvanMartinez
6 years agoModerator
Hi Dante,
I'm a bit confused by what you mean about the reference proxy field. So the proxy would be what you are using to make it so users can select the right record to relate to but wouldn't typically automatically relate records, usually that is just used to help users when they are selecting related records manually. The field that actually matches your records is the reference field, and in the image you displayed the match should be from Record ID# in the parent table to the Related NVG report in your child table, if that related NVG report field has no data that means someone needs to go in and relate all the records before any summary fields would work.
It is possible some of your other relationships have been set up to use formula reference fields or a reference field that gets updated via an import or had pre existing values, etc. In this instance it might be a manual relationship. If you want to use a different field for your relationship that might already have data in it you want to make sure the field in the parent table and the field in the child table are the exact same type of data. So if one is a user and the other is text for example then they wouldn't be available as the reference field option since they do not match. I hope that information is helpful.
If you are finding yourself stuck and would like some one on one help to look at it you can also submit a ticket to our Care team to have them help you with a screen share and walk through it with you if that would be helpful. You can submit a ticket to the Care team while signed into Quick Base by clicking on the ? question mark icon that appears in the upper right hand corner when signed into Quick Base or directly here.
I'm a bit confused by what you mean about the reference proxy field. So the proxy would be what you are using to make it so users can select the right record to relate to but wouldn't typically automatically relate records, usually that is just used to help users when they are selecting related records manually. The field that actually matches your records is the reference field, and in the image you displayed the match should be from Record ID# in the parent table to the Related NVG report in your child table, if that related NVG report field has no data that means someone needs to go in and relate all the records before any summary fields would work.
It is possible some of your other relationships have been set up to use formula reference fields or a reference field that gets updated via an import or had pre existing values, etc. In this instance it might be a manual relationship. If you want to use a different field for your relationship that might already have data in it you want to make sure the field in the parent table and the field in the child table are the exact same type of data. So if one is a user and the other is text for example then they wouldn't be available as the reference field option since they do not match. I hope that information is helpful.
If you are finding yourself stuck and would like some one on one help to look at it you can also submit a ticket to our Care team to have them help you with a screen share and walk through it with you if that would be helpful. You can submit a ticket to the Care team while signed into Quick Base by clicking on the ? question mark icon that appears in the upper right hand corner when signed into Quick Base or directly here.