Adding new records based on user recognition

Question

I have an app with a Companies Table and an Offices Table which have a 1 Company can have many Offices relationship. Is it possible to set it up so that when a User from one of the Companies logs into the system, they can create a new Office linked to their Company without having to find their Company first and click the Add Office button?

For instance, if Jon Smith from ABC Company logs in (ABC Company being a Company listed in the Companies Table), QuickBase doesn't recognize that Jon is affiliated with ABC company based on the email or something like that correct? I would need to somehow link Jon Smith to that ABC Company Record Right?

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Chris Swirtz
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MarkShnierYou · Answer

You would need to set up every user in a Users table in the app - a new table, not the User icon at the top left. Then make the Key field their userid. The associate each employee record with the company they belong to via a relationship with Companies.

Then on offices you make a relationship to users based on a reference field of [Current User] with a formula of User().
The look up their Company or related company.

The have a form rule populate the company field if its blank.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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