Sharing fields between two tables

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I have 3 fields in Table C that I want to mirror into Table A.  Is there an easy way to do this?  I tried the table to table relationships but it always created a drop down where you would have to search for a product.  I just want to link the product somehow and pull in those 3 fields with the info filled in.  Any ideas?

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Derek

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Posted 3 years ago

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is there anything in common between Table A and table C?  How would you know which record to pull in the fields from?  Do the both have an item # or SKU#, for example?
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Derek

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I have a report link setup in Table A that is included in Table C that created a unique identifier.  I just can't figure out how to make that work in the table to table relationship.
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To lookup info from table C down to Table A and have it work automatically, the Key field of the table C would need to be that Identifier field.  Is that a data entry field or a formula field now (in table C)?
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Derek

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It's a formula field.
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Then the only way to automate that would be to convert it to be a data entry field.

So the plan would be this - you may want to first do this in a Copy of your app.

1. Make a copy of the formula field and call it something like Product Number (Key field)
2. Change the name of the the formula field to something like Product Number (Formula)
2. Change the Type of the formula field to just be a text field.  Now it will hold the text value of the formula field as a data entry field.
3. Make a form rule that says.
When the record is saved, change the value of the the field [Product Number (Key field)] to the value in the field Product Number (formula)

 and check uncheck the box that says only when conditions become true

So, now you can build your relationship to the child table A.
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Derek

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Thanks for the info, can you please confirm if I should Uncheck the box that states Fire "change" actions only when a condition changes from false to true or keep it checked.  You mention it above but both check and uncheck.  Also how this information gets into QB is fed from another system and pushed to QB every hour using QB connect.  Does that affect anything or the form rule?
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1. That box should be unchecked.

2. Yes, data fed from another system changes everything.  You need to change that data feed to create the key field in the raw data feed.  Can you explain what QB Connect is?    Can it be configured to create that key field directly?  Is QB connect really QuNect?  If so, you need to get that data feed changed.

My suggestion with the form rule wil only work for manual data entry.