Share a field between tables.

  • 1
  • 1
  • Question
  • Updated 8 months ago
  • Answered
I want to share a field between tables. If it is filled out in one table, populate the same field in the other table with the same unique identity. This could be really easy. If so, I apologize....I'm new to QB and I am self teaching. 
Photo of JC - WRG

JC - WRG

  • 144 Points 100 badge 2x thumb

Posted 8 months ago

  • 1
  • 1
Photo of Gil Spigelman

Gil Spigelman

  • 870 Points 500 badge 2x thumb
Use an Action. They are very easy to set up and you'll see how in the help section or university.
Photo of JC - WRG

JC - WRG

  • 144 Points 100 badge 2x thumb
I am looking it up now. It looks like it will work for what I need to do. I will let you know. Thanks!
Photo of JC - WRG

JC - WRG

  • 144 Points 100 badge 2x thumb
So if I am understanding this correctly, I must first combine the two like fields across tables with a report link or parent child relationship. Once I have that in place, I can use an action between them. Does that sound right?
Photo of Gil Spigelman

Gil Spigelman

  • 870 Points 500 badge 2x thumb
You combine the two fields via a report link field. Create the report link field in the table where the unique field is populated. Both tables must have a unique identifier. That's the only way you can match record to record. For example, Table 1 Record ID matches exact with Table 2 Record ID.
When you set up the report link field, select the field in the table that matches exact to the field in the target table. Now you can use it in the action. There's no need to create a relationship to have a report link field.
Hope that makes sense.
Photo of JC - WRG

JC - WRG

  • 144 Points 100 badge 2x thumb
GOT IT! Thanks. I appreciate it.