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Child to Parent Record Update

  • February 16, 2021
  • 0 replies
  • 19 views
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  • EFC
  • Quickbase Alumni
Child to Parent Copy
In this example I am focussing on two tables

Company and Contacts

Some contacts have the related company as TBD and that causes issues in reports on other related tables.

I need to change all TBD companies to a combined field of "Last Name" & " First Name" & "TBD" and then have the child record be related to the parent record ID so I can report on it correctly.

I created a TBD Formula field that creates the correct company name but I don't know how to create
new companies and relate the existing child records to the new company ID.




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Eric Fixler
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This topic has been closed for replies.

  • BlakeHarrison
  • Quickbase Alumni
  • February 16, 2021
For existing records, I'd suggest just importing that from the Child table to the Parent table. Moving forward, I would setup a Pipeline that creates a Company record when a Contact record is created and when the Company is TBD

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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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