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Question

Newbie looking for help with a formula

  • January 21, 2018
  • 0 replies
  • 76 views

Relationship between Companies and Contacts Tables...

On the table ?Contacts? there is a field called ?Title? 

If one of the contacts ?Title? field contains ?Chief Compliance Officer? I want that contacts field ?Contact Full Name? to be put in the field ?Chief Compliance Officer? in the ?Companies? Table.

Would really appreciate any help. 

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    You can do this with a reverse relationship.

    On the current relationship make a summary field of the Minimum of the field [Record ID#] subject to the filter that the title equals Chief Compliance Officer.   Call that field [Record ID# of Compliance Officer Contact]

    Then do a new reverse relationship where 1 Contact has many Companies, but during the setup do not let QuickBase create a new field for you for the reference field on the right side of the relationship.  Instead use the field [Record ID# of Compliance Officer Contact].

    Then just look up any info such as the name field from the Contact record to the Company record.
    • KevinOBoyle
    • Registered
    • January 21, 2018
    The above method is correct - but I�d ask why do you really want your table structured that way. You are duplicating info - and CRMs often aren�t set up that way.

    If you just want to display the CCO on the companies form, you can embed a report in the companies table main form - and set up the report filters to only show the CCO (or whatever key employees you want to display on the company record form)
    Kevin is correct, unless you need to show the Chief Compliance Officer on a Company report, then the embedded report will not work.
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