Is there an easy way to change a child table's relationship to its parent table?

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  • Updated 3 years ago
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I'm new to Quickbase, working on an existing app. 

Locations have budgets, budgets have projects, projects have AFEs.

Currently AFEs have a direct relationship to Locations as well as to the Project they belong to.  I want each AFE to have just one direct relationship to the project they belong to.  I know how to lookup all the Location fields I need via the related tables up the chain back to Location.  But I don't know how to avoid deleting the Location relationship without losing all of the Location Field references currently embedded in forms, conditions, formulas etc in AFE.

Hope this makes sense!

Thank you. 


Barry
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Barry

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Posted 3 years ago

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Two thoughts.

I'm not sure that there is a problem to just leave it as it is. But if you do want to make that change then here is what you do.

Change the name of the Direct Lookup fields to be suffixed in (phase out) just to avoid confusing yourself. 

Like you say, get those Direct Location lookup fields that you want looked up down the chain to arrive at the AFE's. Suffix them in (lookup).

Take an existing Direct lookup field and make it a formula text field.  It will no longer be a lookup field.

Make the formula just be [My Field name (lookup)]. That way the same field will still be in all reports and forms. The field will still exist with the same name, it will just now be a formula field.
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Barry

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Thank you Mark, I will give that a shot!
Once you are done, there should be no more lookup fields left Direct from Locations, and then you can safely delete that relationship.