Associate existing child record to existing parent record from parents table.

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I have two related tables, a Parent and a Child. The way users typically use my app, they often find themselves wanting to associate new Children to a Specific Parent record, without actually knowing what specific Child records they might want. 

Right now if I want to associate an existing child record with a specific Parent, I have to remember that Parent name, then go into the Child table and search for a relevant Child.

Since in my case searching for a relevant Child might be a long and involved process, it is easy to lose track of which Parent you are intending to associate the Children with. 

What would be more useful is if there was a way to, from from a specific Parent record, generate a report of all un-linked Child records, and easily associate them with that specific Parent.

I have been looking into generating such a report using the Quickbase API and a formula URL field on the Parent table, but so far no luck.

This is an odd and specific case, so I would not be surprised if it wasn't possible, but it would be surprisingly helpful for our workflow. 

Thanks. 
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Alex Gale

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Posted 6 months ago

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QuickBaseCoach App Dev./Training, Champion

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I do this all the time for my clients, but the process is a bit too complicated to explain here.  basically my process is that you launch off a Parent record  into a report of children with no parents.  You can then click click click on as many children as you like and have full access to the dynamic filters and search box on a regular table report.  Then click a button to get back to your parent and you will see your Parent with all its children now attached.

Contact me via the information on my website if you would will like me to set this up for you and teach you the technique to use in future.  It involves no "javascript" , all native Quick Base.

My contact info is at QuickBaseCoach.com

It usually takes about 1.5 hours to set this up and do the training so you understand what I have done and could replicate it if you need the technique for another similar situation. 
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QuickBaseCoach App Dev./Training, Champion

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Exactly, and I didn’t want to have to train my universe to remember to add themselves

Exactly, and I didn’t want to have to train my users to remember to add themselves to that users table.

So the first time in their life that they push the button It will create a record in the users table and then for the rest of their life it will just edit that record. Make sure you remember to give everybody the ability to add and edit those records.
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Alex Gale

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Ha! I can't pretend that my users would be any better about remembering little technical things like that. 
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Alex Gale

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This is one of the more complicated things I've had to do in Quickbase but I finally got it to work. Thanks. The trick for me was figuring out that reference fields can be changed to formulas. 
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Alex Gale

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This is one of the more complicated things I've had to do in Quickbase but I finally got it to work. Thanks. The trick for me was figuring out that reference fields can be changed to formulas. 
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QuickBaseCoach App Dev./Training, Champion

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It’s a very powerful technique to be able to record info in a table of users and then look that up into any detaiks table with a formula reference field of

User()
(Edited)