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Question

table relationships

  • September 8, 2020
  • 0 replies
  • 35 views

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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This topic has been closed for replies.

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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