Auto populate a field in a join table of a many-to-many relationship?

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I have a join table Projects for a many-to-many relationship with Project Information and Replicon.  I have created the relationships between them.  When I go the the Projects table and create a new project, I see an Add Project Information button and an Add Replicon button, which, when pressed, takes me to the corresponding tables to enter new information. 

Upon saving the information and returning back to the Projects table, I get the information to appear for the Project Information but nothing for Replicon.  Currently there is the table to show Replicon codes, but it is not filled in.

Some background.  In the Replicon table is a field Code that is a formula-text field.  It gathers data from various parts of a related app (which all is populated) and some that the user inputs.  The only part I want to carry back to the Projects table is the Code.  This code will never change.  Additionally, When I go to the Replicon table from the Projects table, I have to select the project number from a drop-down list instead of it just being there.

So my questions are, "Why is the Replicon code not filled in?" & "How can I make the data from the Project Information table, which is related to the Replicon table and the Projects join table, auto populate?"

My second question is, "Is it possible to just make this a field that auto populates when I come back to the Projects table?"

Ideally when the team lead Adds a new project and goes to the Replicon table, they will enter the needed information, the code is generated and when they save the record it goes back to the Projects table and populates a field.  Then the rest of the team will only View the record and only see the Replicon Code, no Add button. 

I am currently using the QB generated Record ID# for all tables, but I read something from MCFTech that mentioned using a different field at the reference field and this can help.  Problem is while the Replicon code is unique to a project, it is a formula field.
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Neil Shepard

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  • frustrated with relationships.

Posted 1 year ago

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Neal

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Hi Neil,

I will try to create prototype screenshots after understanding data and relationships.Visual description might be helpful in resolution.

You have many to many relationship between Projects and ProjectsInformation. It means you would have three tables
  1. Projects
  2. ProjectsInformation
  3. Projects-ProjectsInformation which has info from both Projects and ProjectsInformation
You also have many to many relationship between Projects and Replicon.
So it might have 3 tables

  1. Projects
  2. Replicon
  3. Projects-Replicon which has info from both Projects and Replicon.
Questions :
(1)What are the tables(with fields) and relationships do you have?
(2)Do you have any sample data for the tables?

Thanks,
Neal
NealPatil @ gmx.com
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Neil Shepard

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So to make it easier, I took screen shots of the relationships.



I do have test data populated.  Since I posted, I managed to get the relevant Replicon code to come over, see below, but what I really want is a field that just shows the Replicon code.



In all instances, the standard QB assigned ID is used, though I renamed it to the table name for clarity.

I still have to choose the project when I open the Replicon table to put in the data.  I would like that to just carry over the appropriate data already input into the Projects table (See below).



Sorry for doing it this way, but I figured it would help to clarify things easier if you saw the relationships and the output.
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Neil Shepard

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I got part of it.   I found this little gem hidden in the forum.
https://community.quickbase.com/quickbase/topics/how-to-make-text-value-in-child-table-appears-in-parent-table

Thanks QuickBase Coach.

Now if I can get the Replicon table setup where it is auto populated with the Project Information table data, then I will be happy.
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Neal

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Hi Neil,

Regarding the following :
"Now if I can get the Replicon table setup where it is auto populated with the Project Information table data, then I will be happy."

You can create lookup field on Replicon which gets data from "Project Information" .
Relationship of "Project Information" with "Replicon" would allow that.

Thanks,
Neal