Auto assign relationship to connected detail table

Question

I have a client table (master table)The key field is the Record ID#I have a connected table (.csv via SFTP) of scheduled ads (detail table)I have included a field in the imported data named: QB#. QB# is the record ID# from the Clients table. The table-to-table relationship adds the field: Related client, to the detail table.My goal is to auto-populate the Related client field with the Client name (from the master Client table) as the data is updated, so that those records would appear under the Client table.I have not been able to find any info on this procedure if it exists.Appreciate any insight.

QuickBaseCoachD · Answer

No problem,The Key field to the Clients table is [Record ID#].  When you built the relationship Quick Base was trying to be helpful and it created a new field called [Related Client].  That would be OK if you wanted to to manually link up each Scheduled Ad record.But what we really need on the right side of that Relationship is the [Record ID#] of the client record. So, .. just delete that relationship as you have very little invested in it in terms of lookup or Summary fields and create a New relationship, but this time for the right hand side field which is he "reference" field for the Relationship don't let Quick Base create a field for you, but rather select the field [QB#] as the reference field.You should also delete the field [Related Client] as it will not be needed and will just be confusing.  When you delete the Relationship, Quick Base will ask if you want to delete that field.

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