Forum Discussion

Qrew Captain

2 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
2 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.

CarolMcconnell

Qrew Captain

I don't think that will work for me. What I'm doing is that I have another QuickBase that is pulling data from my Tins table in this Quickbase, based on the Tin field. On the contacts table there is a checkbox field that indicates Primary contact and I need to pull that particular contact over to the other QuickBase but it needs to based on Tin. I don't have the tin on the contacts table. I was thinking the easiest way would be to pull in the contact to the Tins table. Since I already have the Tins table connected to the other quickbase. I hope this makes sense.

MarkShnier__You

Qrew Legend

2 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.

CarolMcconnell
Qrew Captain
30 days ago
Okay, this worked, now how do I pull out only the email address. I would assume that this formula would need to change? SearchAndReplace(ToText(Combined Text Contact for Roll up])," ; ", " \n"). Right now it pulls in the Name,email and phone and I only want email.
- MarkShnier__You
  Qrew Legend
  30 days ago
  Well one way is to make a new Formula Text field on the child called [Email for Rollup] with the formula of just [my email field] and roll it up to the Parent.
  - CarolMcconnell
    Qrew Captain
    30 days ago
    Yep, I figured that one out. I wasn't thinking. I am having one issue with the formula though. It's bring back the email and then (1. How do I get rid of the (1