In a QB Synced application table, how do I get the parent record to automatically sync with the child?

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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

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Dawn

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Posted 3 years ago

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If you have a relationship built already and the child record does have the value for the Parent's Record ID#, then just change the field type for the field [related parent] to be a formula field equal to the value of the parent's record ID#.
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Dawn

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Ok, here’s what I’ve got
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.
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I have not tested this myself, but will the Synched table allow you to change the Key field to be the field

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]
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Dawn

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Between you and the QB support team - you guys ROCK! Thank you thank you!!!
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Thx for letting me know that it worked.  So it let you change the key field of the Synced Client table to be [Record ID#2 – synced field from Record ID#]?
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Dawn

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Actually, since the Client Name in the synced Campaign table was the key field, I went into the child relationship with Appointments table in the synced table, changed the Related Campaign to a Formula Text field and added [Client Name] in the formula and got rid of the proxy field. Worked like a charm and all Client Names populating without me having to do it physically on a grid edit.