Forum Discussion

LeoMatute1's avatar
LeoMatute1
Qrew Trainee
3 years ago

Bi-Directional Data?

Hey everybody!

I have a form I created to keep track of inventory in our IT room named "hardware". I have another form I created when issuing equipment (new assignments). New assignments allows me to search the user by employee ID number (that's pulled from another table called employees), and then i have a lookup field that brings up the details of the equipment when I search by serial number. One of the details it pulls is the "hardware status" that can be several predefined options like "in stock" or "Issued". 

I have a checkbox on the form new assignments, that when checked and the form saved, I would like it to automatically update the field from "In Stock" to "Issued" in the hardware table. 

Is this possible? Where can I find documentation on how to do this? Thanks!

Leo.



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Leo Matute
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  • Leo
    If you have multiple tables can you describe the name of the tables and how they are related? Which is the one in which is the mini? You may be able to do something with a simple summary field.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • Leo,

    If I am following your architecture correctly,  all the data is in the same record?
    Assuming I am correct, you can use a Form Rule to change a field in the same record.

    https://helpv2.quickbase.com/hc/en-us/articles/4570359952276-How-Quickbase-executes-rules-on-a-form-


    If the data is in another table, firing a Pipeline will do the trick.

    https://university.quickbase.com/virtual-community-summit-april-6-10-2020/482009


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    Don Larson
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  • Leo
    If you have multiple tables can you describe the name of the tables and how they are related? Which is the one in which is the mini? You may be able to do something with a simple summary field.

    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------
  • I apologize for not replying sooner. I was able to accomplish what I wanted using summary fields. I posted this when I first started with Quickbase and since then I have probably completed a least 100 different  tasks using the same method and got certified :) 

    Both suggestions are very helpful, but summary fields was the way to go!

    LJM