How to relate tables by multiple fields?

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I have an employee table called "Employee Profile" which contains information about the employee, and:

  • accrue ratio plan
  • grade level
  • calculate years of service. 

I have  a second table called "Accrue Ratios" which lists related accrue ration plan, grade levels and years of service. 

How can pull the related results in the Accrue  Ratio" table into the "Employee Profile" table when the following fields match?

  • accrue ratio plan
  • grade level
  • calculate years of service. 
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Jerry

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Posted 4 years ago

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In order to do that you would need to make a compound key as the key field to the Accrue Ratio Table,much as a hyphenated string of
Plan-Grade-Years

You could build that key to the table using a List formula and then have a form rule whch changes the data entry key field to the calculated field.

The key field may not be a formula field, so that is why you want the formula to calculate the Key, but then have it converted to a regular text data entry field when saving the record,