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-ta...
Forum Discussion
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
In your form rule try using "When the record is saved".
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Charlie Murawski
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Charlie Murawski
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I'm sorry, but where am I supposed to use that? I cannot find it in any of the available drop downs. If I need to key it somewhere, I don't know where.
Alexis Evans J
Proprietary
- This option in the form rule "when" dropdown:
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Charlie Murawski
------------------------------That was so easy!! I'm sorry I was a dummy and overlooked that. Thank you so much for your help!
Alexis Evans J
Proprietary