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CarolMcconnell's avatar
CarolMcconnell
Qrew Captain
4 months ago

Get data from an unrelated table

I have a QuickBase and I have three tables involved.  DSO TINS Contacts The Tins and the contacts table are related to the DSO table using the Field DSO name. What I need to do is pull in some...
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  • MarkShnier__You's avatar
    MarkShnier__You
    4 months ago

    OK, np,

    Create a field called [Contact for Rollup] on the Contracts table which combines the fields you want to retrieve.  For example

    List(" ", [Name],[ Email],Phone])

    Use a Combined Text Summary field on the relationship between DSO and Contacts to roll these up to the Parent DSO.  Accept the suggested name for the field. Filter on Primary.

    Make a formula field on the DSO

    SearchAndReplace(ToText(Combined Text Contact for Roll up])," ; ", " \n")

    Look that field up down to TINS.

MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 months ago

There are a few ways to do this.

If you are OK with just showing an embedded report of Contacts on the TINS table, np, just make a Report Link field on the TINS table called [DSO Contacts] and configure the Left side with [DSO Name] and then configure the right side with navigating to your app, and then the field on Contacts for [DSO name].  Watch out for a probable annoying pop up blocker that you need to allow on that second step.

Then just put the report link on the old style Form, or if you are on new forms put an unfiltered Report of contacts on the form and set the form element to use the report link field you just created as a filter.