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Question

auto populate information from another table

  • October 17, 2018
  • 0 replies
  • 120 views
I have seen other users ask this question, but the responses all seem to be specific to their business (which is awesome customer service BTW), but I cant figure out how to translate it to my business needs...  So here we go.  I have a  table that has my customers list... in another table, I need to keep a record of charitable gaming winnings.  So I would like to have their ID number (as the key) auto populate their name and address into the charitable gaming log (2nd table).  I am sure that didn't make any sense... but hopefully you can decipher it!  It is clearly user error on my part, but I can't seem to figure it out!  Thanks!  
    This topic has been closed for replies.

    You will need will set up a Relationship where 1 Customer has many Winnings.  

    Here is some help in Relationships

    https://help.quickbase.com/user-assistance/creating_a_relationship.html
    • SuryaExpert
    • Quickbase Alumni
    • October 17, 2018
    To add to Mark's comments, you would add the customer name and address as look up tables on the winnings table. The moment you specify customer ID on the winnings table, the winnings table will automatically bring over the values of the lookup fields.
    • MelanieCouch
    • Author
    • Quickbase Alumni
    • October 17, 2018
    Thank you both very much...  So I have the relationship, and here is the relationship screen.  However, when I go to "add a new game", it doesn't give me the option to put the Id number in...  I have attached a screenshot of that as well.  

    Thank you all so very much for your help!  I promise I am learning!  
     



    • SuryaExpert
    • Quickbase Alumni
    • October 17, 2018
    The Id Number field on the winner's log table form should be editable.
    I will post an answer later today.
    you have two or three choices.
    My best suggestion is to put in a ticket and ask to have your Realm be given access to the Type Ahead Record Picker.  That is a new feature in Early Access which will be pushed out to "GA" (General Availability) in a month or two.

    That improved record picker searches as you type, so the user can just start typing whatever and get a smaller and small list, the more they type.

    If you do want to limit the users to just key in a number, then copy the field for [Related Customer to a new field called [Customer ID entry].  Then change the field type for [Related Customer] to be a formula numeric field  equal to the [Customer ID entry]

    If you have existing data in your app, you may want to practise this in a copy of your app first so as to be sure not to lose data connecting the customers and their winnings.

    But really, just sign up for EA for Type ahead record picker and that will solve your issue.
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