Forum Discussion

AlexisEvans's avatar
AlexisEvans
Qrew Member
5 years ago

table relationships

I am not sure if what I want to do is possible in QuickBase.  I am building a database to track the handling of overpayments.  That table is the "parent".  I hoped to build relationships to two sub-tables.  One is for recording actions taken.  The second one tracks balance changes.  (i.e. the original balance being pursued is $10,000...a month later, it is $9,000).  If I were just building the database on a moving forward basis, I don't think I'd have any issue.  However, I am trying to import historical data.  My relationships don't work because the Record ID in the parent table does not tie to anything in the child tables.  I used a formula to concatenate fields and build a true record identifier, but I am unable to use that as the Key since it is a formula.  Is there any way to backload data and build the relationships between these tables?  Admittedly, I am newer to QuickBase, but so far, the tutorials I've watched don't show the functionality I'm looking for.

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A Evans
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Relationships

15 Replies

  • CharlieMurawski's avatar
    CharlieMurawski
    Qrew Cadet
    5 years ago
    If I'm understanding correctly, you should be able to achieve this by doing a couple of things:

    1. Create another field in your table that will be your key field (a data entry field, not a formula)
    2. Copy the value of your formula field into this new field for every record
    - Not sure how much data you have but if small you could do this in grid edit, if you have a lot of data just dump the table out with RID, and import your formula key column into the data entry field
    3. change your key to the non formula field
    4. On a moving forward basis set up a form rule in that table that on save, copies the value from your formula field to the key field

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    Charlie Murawski
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    • AlexisEvans's avatar
      AlexisEvans
      Qrew Member
      5 years ago

      Hello! Thank you for responding.  I was able to make all of the relationships, load my historical data, and see the proper child table data from the records on the parent table.  But, now I'm stuck trying to implement step 4 in your response.  The formula in the Concatenated ID field calculates as users key in a new overpayment record.  I need that formula result to copy into the Deficit Record ID field to become the Key field on the newly added record. 

       

      I tried using a Dynamic Rule, but the Deficit Record ID is not populating.  Therefore, I receive an error when I try to save the record because the Deficit Record ID is blank (and it is the required Key field).  My rule is shown below.

       

       

       

      I also tried to set up an automation, but I was unable to select my Concatenated ID from the Select field list shown below.  What am I doing wrong?

       

       

      Thank you, again, for your help!

       

      Alexis Evans J

       

       

      Proprietary



      • CharlieMurawski's avatar
        CharlieMurawski
        Qrew Cadet
        5 years ago
        In your form rule try using "When the record is saved".

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        Charlie Murawski
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