Auto assign relationship to connected detail table

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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.

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mikescotty

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Posted 12 months ago

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QuickBaseCoach App Dev./Training, Champion

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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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mikescotty

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Thanks again.