Join Table help
I have 3 tables in my Quickbase App, Assignments (PhoneNum is key), Member (PhoneNum_MbrID is key but has PhoneNum field), Calls (Record Id is key but has PhoneNum) Assignments is connected to Member (one to many) Assignments is connected to Calls (one to many) I have to create a table report from Calls table and pull all member table data. How can I achieve this? Please help.Solved117Views0likes14CommentsRecord Picker Filtering
Good afternoon! I can't seem to figure out a way to filter the record picker based off either a Report or a field not including something. For reference, I want to hide a contact from the record picker that is retired, but I don't want to out right delete their information as they are used in records over the years. I'm using a Table to Table relationship between two apps to connect these.Solved46Views0likes3CommentsMost Recent Record
I have a parent table called Deliverables that pulls in the Project Name into my child table called Buy Out. In Buy Out, each project has multiple Scopes. Each Scope can have many line items over time, with a Date field that’s filled in by the user. What I want: A Table Report that groups by Project Name → then by Scope. Under each Scope, I only want to display the most recent line item (based on the Date field). So if Project A has Scopes Electrical, Mechanical, and Plumbing, I’d only see the latest record for Electrical, the latest for Mechanical, and the latest for Plumbing. What’s happening now: If I create a Summary field for Maximum Date, it only gives me the most recent record for the whole Project, not per Scope. In a Summary Report, I can see the max dates by Scope, but I can’t get all the other line item details. In a Table Report, I can group and sort so the latest is on top, but I can’t filter it to only show that one row per Scope. What I’m asking: How can I build a Table Report that actually only shows the most recent record for each Scope of each Project?44Views0likes1CommentPermissions - How can I keep my permissions as-is but allow for a specific field to be visible?
Hello, Full context: We have a staff table that all employees have access to, but only to view their own information. We also have a PTO table with a calendar report that the team has access to, but because the permissions for the Staff table is set to "when user is 'User'" they are unable to see any of the related names for the PTO records (PTO table is a child table of Staff table). Is there a way, or formula, to keep the same level of privacy on the Staff table whilst allowing the team to see just the related staff name for the PTO Records? Thanks!34Views0likes2CommentsHelp/suggestions on simplifying a child table
I'm looking for help/suggestions on simplifying a child table. The attachment is how it currently displays on the parent table. Is there a way to display the lines that are checked Task Completed in a second table below this one? I still want to be able see all the task lines though.Solved60Views0likes2Commentsproblem populating relationship field from import
In a new QB app we created, we have a table "Phishing Attempts" where we want to create records by importing a spreadsheet. We also have a table "Targeted Users" which has employee info such as Employee ID, email, position, etc. Phishing Attempts table has a relationship with Targeted Users table, where we have the Employee ID field from Targeted Users included in the Phishing Attempts record form along with lookup fields that are automatically pulled from Targeted Users table. The spreadsheet we want to import to create new records in Phishing Attempts table includes an employee ID number. When we import the spreadsheet, we select the target field Employee ID in the Phishing Attempts form. The problem is that the Employee ID field in the Phishing Attempts form is not populating when we do the import. The ID number in the spreadsheet matches exactly what is in Employee ID in Targeted Users table. Is this not working because the Employee ID field in Phishing Attempts is pulling from Targeted Users table? Is there a way to get this to work?81Views0likes4CommentsTrying to build connected records
Table 1 - Requirements Table 2 - Meetings For each requirement there can be multiple meetings, owned by separate sales rep. I already have these two tables, Now if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2 - Meetings, but if the same SalesPerson_A has 5-7 follow up meetings for the same Requirement_1 then 5-7 more separate associates records are created and we have created a field dropdown - Round of meeting where we are manually managing, 1st, 2nd, 3rd, etc to keep track, then we are manually copy pasting the previous meetings links in the coming up meeting to access them. this is too outdated and time taking. Also SalesPerson_B can also have a Meeting_1 for Requirement_1 then another new record is created in Table 2 - Meetings n for further follow ups its same manual way. What i want to achieve is that if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2, Called Record 1, then I can have someway to keep all the next rounds of meeting under the same, each meeting is different, we have different agenda, people we are meeting, meeting links to join so for each record here there is a lot of information we need to enter, also various fields about how that meeting went, etc. need to manage this separately for each round. what can be the best way to achieve it. we never know we will 1 only or 7 or 10 meetings for a requirement.15Views0likes0CommentsParent to Child Reference Field
When making relationships between parent and children records I understand how to add additional lookups. But when you do that then those fields need to be "updated" when adding a new child. What I am seeking is a way that when a child record is created, and related to a specific parent, that the child record would show the value of additional fields from the parent. Example: Parent record has Name, Address, Phone Number, Favorite Color Child record has Child name, lookup field to select parent which would bring down the Parent Name and Favorite Color Currently when setting the relationship I would connect on Related Parent then add the lookups for Parent Name and Favorite Color, but when actually creating the new Child record once I select the related parent, the Parent Name and Favorite Color are not populating. If I want those to display the value, I have to manually update those fields (thus not benefiting from setting the relationship to the Parent). What am I missing? This seems like an easy ask but for the life of me I'm just not seeing a pathway to make this work.Solved71Views0likes2CommentsPrimary and Secondary Contacts from Table
I'm pretty sure this is a simple many-to-many relationship, but my brain hitting a wall and cannot comprehend how to set this up. We have an app in development where employees can submit reports of things happening in their day to day. Each report is then "assigned" to a person or department from a Responder table to follow up. I most cases, each report will only have one Responder so I have a normal one to many relationship set up currently. Now, occasionally, we have a situation where there will be a Primary Responder, but another department/s or person/people are included for line of sight/further conversation, ie Secondary Responder/s. I would like to have two fields, one for primary and one for secondary so I can differentiate between the two when the Pipeline kicks out the email to everyone. Is this a simple many-to-many relationship or is this going to be a bit more complex? Thank you!Solved55Views0likes2Comments