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

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.

------------------------------
Elena Larrabee
------------------------------
- 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!
  
  ------------------------------
  nathaniel hammersmith
  ------------------------------
  - ElenaLarrabee1
    Qrew Captain
    6 years ago
    Thanks, I keep several backups and copies to play with as well!
    
    I was actually able to accomplish this using a couple of automations. One to fill in a field on the parent table with the child's record ID, and one to use the value from that field as matching criteria to match the child with its parent.
    
    Here's a link to the solution, good luck to you as well!
    
    https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=b4a33e77-ec2e-4697-9fe9-3376397054bf&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer#bmb4a33e77-ec2e-4697-9fe9-3376397054bf
    
    ------------------------------
    Elena Larrabee
    ------------------------------

Forum Discussion

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