How to add a record to my join table

Question

I have a many to many relationship between Patients and Labs.

I have two questions:
1. How do I add a record to the join table (Patient-Lab) directly (and allow the user to choose which Patient and Lab to associate it with)? This seems very basic, but I cannot find the instructions to do this in the forum or in the help documents. I want the user to have the option to choose from a record picker the Patient and Lab they want to associate together.

2. How do I add a record to the Patient table that allows them to choose which lab they want to associate with this patient record? I need several values to populate in the record picker so the person entering in the Patient table will know which lab to associate.

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Solace Sonder
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MarkShnierYou · Answer

Typically, you would add a Patient Lab Join record by launching off a Patient or a Lab Record. If you launch off a patient record than the field for related patients should fill in automatically so you would just need to choose the lab. And vice versa if you launch off a lab record then you would just need to choose a patient but you probably don't work out in that direction.

The best practice is to have a field on the patient record called patient identification although in your case it could simply be patient full name, and similarly on the lab record to have a field for the lab identification. You may need to build a formula field to make these identification records.

Then on each relationship you look up those identification fields and set the field for [Related Patient] to be that have a Proxy of that [patient identification] field.

Just be sure that the patient identification field and the lab identification field are on the form for that patient lab join record.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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