Forum Discussion

Qrew Captain

6 years ago

How to set up a child record to automatically select its parent?

Hi everyone! I've just started playing with a connected Quickbooks table. I'm trying to find a way to have the records in the Books table automatically select a parent record in my Jobs tab...

Quickbase Automations

Qrew Member

Hi Elena!

In your relationship between the jobs and payments received table, is the reference field the Record ID instead of the actual Job Number? Even if you've set up the field to be a reference field and it shows the job number, the underlying data may be the Record ID. This is the only thing I can think of at this moment that might be the problem.

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Anthony Gomez
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Qrew Captain

6 years ago

Hi Anthony! It is. Do you know if there's a way to make the reference field the job number instead of the record ID without changing my key field in the parent table? I'm trying to avoid doing that if I can.

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Elena Larrabee
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JulioGomez
Qrew Member
6 years ago
According to the user guide, Quick Base only uses the Key field, I have tested trying to make another field unique and required tp see if it would allow that to be used in the relationship however I was unsuccessful.

Here's the link I found: https://help.quickbase.com/user-assistance/setting_the_key_field.html

Sorry I can't be more helpful!

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Anthony Gomez
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- ElenaLarrabee1
  Qrew Captain
  6 years ago
  That's okay, thank you! I'll just have to experiment with changing the key field to Job Number. I've just been hesitant to change it since my jobs table is the main table for the app, I don't want it to mess anything up with other relationships.
  
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  Elena Larrabee
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  - NathanielHammer
    Qrew Cadet
    6 years ago
    As a side note,
    
    I like to keep a sandbox of my application to do such things as change key fields without actually affecting integral data. To do so, Go to your apps home page>settings>App Management>copy App>Select Copy App with data> the Press Copy App. You then have a play area to experiment in. I am attempting to do something that is the same as you in nature. I will let you know if mine works and how I did it.
    
    Good Luck!
    
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    nathaniel hammersmith
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