auto populate information from another table

  • 0
  • 1
  • Question
  • Updated 2 months ago
  • In Progress
I have seen other users ask this question, but the responses all seem to be specific to their business (which is awesome customer service BTW), but I cant figure out how to translate it to my business needs...  So here we go.  I have a  table that has my customers list... in another table, I need to keep a record of charitable gaming winnings.  So I would like to have their ID number (as the key) auto populate their name and address into the charitable gaming log (2nd table).  I am sure that didn't make any sense... but hopefully you can decipher it!  It is clearly user error on my part, but I can't seem to figure it out!  Thanks!  
Photo of Melanie Couch

Melanie Couch

  • 140 Points 100 badge 2x thumb

Posted 2 months ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 53,038 Points 50k badge 2x thumb
You will need will set up a Relationship where 1 Customer has many Winnings.  

Here is some help in Relationships

https://help.quickbase.com/user-assistance/creating_a_relationship.html
To add to Mark's comments, you would add the customer name and address as look up tables on the winnings table. The moment you specify customer ID on the winnings table, the winnings table will automatically bring over the values of the lookup fields.
Photo of Melanie Couch

Melanie Couch

  • 140 Points 100 badge 2x thumb
Thank you both very much...  So I have the relationship, and here is the relationship screen.  However, when I go to "add a new game", it doesn't give me the option to put the Id number in...  I have attached a screenshot of that as well.  

Thank you all so very much for your help!  I promise I am learning!  
 



The Id Number field on the winner's log table form should be editable.
Photo of Melanie Couch

Melanie Couch

  • 140 Points 100 badge 2x thumb
sure.  
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,968 Points 50k badge 2x thumb
Melanie, that is weird.  Is there any chance that the ID Number field on the form is set to "Read Only" on  the form properties?
Photo of Melanie Couch

Melanie Couch

  • 140 Points 100 badge 2x thumb
it is not... 

It is now allowing me to somewhat "edit" the field, but it is from a dropdown, not just a keyed in entry...  any thoughts?

Maybe I need to just delete the relationship and start from scratch... if I was to do that, could you walk me thru exactly how to set up the relationships?  
Photo of Melanie Couch

Melanie Couch

  • 140 Points 100 badge 2x thumb
I think I have figured out the problem... just not sure how to fix it.  

The ID number box is, by default, a "record picker".  While I have been able to find how to change how the "records" are displayed, I would like to change this from having to pick from a dropdown list, to just manually entering the number.  There will end up being way too many customer ID numbers to scroll thru to find the write one for the game winnings log... if that makes sense.  
Reference fields are always a dropdown or a popup. You can't change it to a normal data entry field where you can type in a value.
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 53,038 Points 50k badge 2x thumb
I will post an answer later today.
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 53,038 Points 50k badge 2x thumb
you have two or three choices.
My best suggestion is to put in a ticket and ask to have your Realm be given access to the Type Ahead Record Picker.  That is a new feature in Early Access which will be pushed out to "GA" (General Availability) in a month or two.

That improved record picker searches as you type, so the user can just start typing whatever and get a smaller and small list, the more they type.

If you do want to limit the users to just key in a number, then copy the field for [Related Customer to a new field called [Customer ID entry].  Then change the field type for [Related Customer] to be a formula numeric field  equal to the [Customer ID entry]

If you have existing data in your app, you may want to practise this in a copy of your app first so as to be sure not to lose data connecting the customers and their winnings.

But really, just sign up for EA for Type ahead record picker and that will solve your issue.