I need to pull fields from the person table (one) & fields from program-services table (many) for reporting needs. Both tables are related.

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I need to pull fields from the participant table (one) and fields from the program-services table (many) for reporting needs. Both tables are related. Can this be accomplished in Quickbase?
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Richard

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Posted 1 year ago

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John Thomas

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Basically you will get all the fields in the Child table by adding look up fields on the relationship. So that look up fields can be used in reports too.

Example

Person Table:
Fields : First Name
             Second Name

Program Services Table:
Fields : Value

Relationship: One Person to Many Program  Services

So if you create a table report  a in Person Table: 

Columns: 
               First Name
               Last Name
               Program Services (Link)

 if you create a table report  a in Program Services Table:
Columns: 
               Person-First Name
               Person-Last Name
               Value
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Richard

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Sorry, you have to stay basic for me. In my Person Table I looked for a field type called 'lookup' for the value field in my program table but did not see any field type called 'lookup'> Can you help me understand what field type I need to setup in the Person table. P.S.>I do understand your logic just not the functional coding or field type selection.


(Edited)
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John Thomas

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You won't find a field type called lookup, its created on the relationship

Steps:

Go to persons table
click on settings
Click on table-to-table relationships
So you will see a relationship persons to  program services Click on that
you will see look up fields under Details Table - Program Services
Click on add look up fields
Select which ever fields from the parent table [in this case parent table is Persons]
Click on Create 

That's it , now you will get the fields on the report.

If you need more help you can mail me, so i can have the screen shots attached and send it to you.
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Richard

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OK, let me try to create this with your detailed notes first. I will let you know how I make out. Thanks for your help!
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Richard

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OK, I got it to work. One more question... When I pulled the table-to-table relationships up, it only showed three entry fields. Will Quick base support more than three entry fields for use or am I stuck with just three fields that I can add?
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QuickBaseCoach App Dev./Training, Champion

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There is no limit. It's a per peeve thing they need to address so we can add more than three look up fields at a time. Just repeat the process and add up to three more at a time as many times as you like.
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John Thomas

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Richard you can create 3 look up fields at a time, but there is no limit of adding lookup fields. 
Hope this helps you.
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Richard

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Man, I was hopping you would say that! I worked a fair amount in MS Access over the years but this is my first Quick base app I am taken on. I have really been impressed with the help available over this support community. Thanks for your Intel and mostly your time spent educating me!
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John Thomas

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Sure.  :)  I Hope it helped you. 
(Edited)