I have a QuickBase application synced to another QB application. I'm syncing in a parent table (Campaigns) and a child table (Appointments) from a live QB application. How can I get the Appointment records to automatically connect to the parent record in the Campaign table in the synced application? I'm sure it has something to do with how the related ID fields line up, but I just can seem to get it. Thanks for any directions! Right now I have to do grid a edit and update the children based on the Campaign name from the synced Appts table to the Related Campaign Name in the synced Campaign table. A royal pain. :)
thanks for any direction! Dawn
On synced Campaign table (parent):
Client Name (from live app which is Key field and refresh field)
Record ID# - built in from Synced Campaign Table
Record ID#2 – synced field from Record ID# in live app (not sure I need this)
On synced Appointments table (child relationship with Campaigns table in synced app):
Related Campaign (reference proxy from synced Campaign table parent relationship)
Campaign – Client Name (reference field from synced parent table and currently no data)
Not sure where I went wrong here or which field to change to a formula field and what that formula would look like.
Record ID#2 – synced field from Record ID# in live app?
If so, I would make that change and make a relationship where 1 Synched Client has many Synched Appointments based on the reference field on the right side of the relationship being set to be the existing field [Related Campaign]