Link records between two tables through a lookup.

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I have two tables.  A batch record that denotes a bank deposit.  I also have a table of claims for patients where the money from the batch needs applied.  I need to be able to select a batch, and create a mechanism to search the claims table for a patient (this would be my lookup for available records) and associate it to the batch record.  The association is one batch to many claims (though there is times that there is only one claim).  I cannot figure out how to create the link between these two, especially when there is not a link to create a relationship.  Thanks in advance for your help.

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Posted 3 years ago

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I do have a technique which I can demo for you, which would allow you to put a batch entry record "in focus" as I call it and then you would be able to view a report having full access to dynamic filters and the filter box at the top of the report) and then click on each record you like to associated with the batch deposit.  If you like the report could refresh on select, thus providing you with a running balance of the $ value of batch that has yet to be applied to open claims.  e.g. Batch total $10,000, remaining to be applied $1,500.

While the techniques used are all native QuickBase (no javascript), the setup is too complicated to explain on this forum.  Please contact me off line via the information in my profile for a demo and a one-one one discussion of your needs.