How to Show Conditional Data in a Related Join Table
Hello all, I have an app with three tables: Faculty Records - Contains the various credentialing programs available for physicians. Physician Info - Stores static information like name, title, and person number. Physician Credentials - A join table that shows the relationship between physicians, credentials, and the dates those credentials were approved. The relationships between these tables are as follows: Here’s the issue I’m facing: One specific credentialing program from the Faculty Records table includes advanced privileges (checkboxes) unique to individual physicians. These privileges: Are only relevant to this one credentialing program. Differ from person to person. Ideally, should appear in the Physician Credentials table alongside the credentialing program, approval dates, and physician name. While I could add the advanced privileges to thePhysician Info table, how could I then see them in the Physician Credentials table? Would queries be a solution for this? (I’ve never used those before.) What’s the best way to structure this? Thanks in advance for your help! Meag12Views0likes3CommentsHow to Link Tables in a Complex Many-to-Many Relationship?
Hello all, I have two tables: Physician Info: Contains columns for the physician's name, person number, and other static info about that physician. Credentialing: Contains the physician's name along with approval and renewal dates for various credentials. The reason I’m not combining everything into one table is that the Credentialing table is extensive, and I plan to add other tables in the future as well and if it is all in one table it becomes massive to edit. I know I need a Join Table to link these two tables. In the Join Table, I want to click on a physician's name and see all the information from both the Physician Info table (name, person number, and static info) and the Credentialing table (approval and renewal dates). I’ve watched the online many-to-many video multiple times and even have a simpler app that uses a many-to-many relationship, but I can’t seem to wrap my head around how to apply it to this project. How do I properly set up the Join Table to link these two tables, and how can I make it so I can view all relevant information for each physician in one place? Thanks! MeagSolved30Views0likes3CommentsAttendance Tracker
I am trying to build an app that will keep track of attendance by name based on the selected location of the plant. Ideally there is just a multiple-choice field at the beginning of the tracker of the area of the plant, and that will populate the list of names associated with that area. From there, each name would have a checkbox associated with it to designate that person was in attendance. If possible I would want there to be some way to show the attendance percentage of each person as well. I was thinking having the list of names associated with each area in a separate table. Then each person that populates in the tracker form would have an associated check box as a separate field (unless there was a way to make that one field). The issue that I see with that is there isn't really tracking by person that I could figure out, and if you change that list in the separate table then that changes past records of the tracker, which could be an issue. Any help or tips with this would be greatly appreciated!49Views0likes9CommentsTable is missing
Hi team, I moved a table from one application to another, then move this table back to original location, the dbid didn't change, but the data was missing, showing blank table. Do you have any idea what connection was broken? and how to bring data back? Thank you.Solved14Views0likes2CommentsMaximum Summary field not working
I have Table A with all of the delay records. I have Table B that counts them by airports using a summary field in a table relationship. I have Table C that I want to grab the top five from Table B using maximum summary fields in a table relationship with Table B. Here is Table B. When I add a summary field in the relationship with Table C, I put in maximum and it returns nothing. Below is what I'm using for the summary field. Both of the fields are numeric. Does anyone have any idea why this might be happening? I followed a Kirk Trachy YouTube video explaining how to do this and followed the direction exact to what he showed in the video.Solved30Views0likes2CommentsReference tables quandary
I have 3 (Parent) reference tables: Dx Codes Reference, Pcs Codes Reference, and MS-DRG codes. Then there is a Charts table, and two connected tables: Dx Codes and PCS Codes. The relationships between them are as follows: Dx Codes Reference < Dx Codes Charts < Dx Codes Pcs Codes Reference < Pcs Codes Charts < Pcs Codes MS-DRG Codes < Charts Each year the Reference tables get an updated codes list. My plan had been to just add 3 new reference tables each year for the new codes list. but my quandary is how to have a field that picks from the appropriate reference table dependent on the chart discharge date. Is there a way of doing this? Thanks for any insight you can provide. -AudraSolved22Views0likes3CommentsConnected App same realm
I have an Employee database and a database that houses all our company records, These two apps were connected years ago and worked great. I used it for two fields -two sale rep field that was connected. I copied over the database to start a new company. Some roles can not see these two fields. Even though i opened up all permissions on the table where the fields were being used. When I tested the role on my end it showed that they could use it, but user continued to show me proof that they could not. It was greyed out or the drop down was blank. I tried all sorts of things, even removed her user and gave her a new role. Nothing. I was going to go live in a day and couldn't get these two fields to work and went into a different direction - QB would not help because of the two apps connected. said it was beyond their scoop of help and I should upgrade to get better tech support -hahahah ( which I eventually did) waste of money and i am only 3 days into this new package but that is another story. I started to use another table that was connected with quickbase connect for another project. however that has since bitten me, because when we remove an employee from the database because they quit or got fired ( we have lots of turnover) it removes their name from ALL tables. We can not have missing data and I was told this will always happen. So I am back to the orinal problem. trying to get these two fields to work on other users roles. Which will cause a great deal of work for me changing hundreds for reports with those two fields. Reports that go out automatically ever day. I have no other choice. So I have looked at the field permissions on each field - they are open wide - no restrictions. I can't even get a couple of the related fields to show on the form on the other role What the hell am I missing. I don't know what else to check if all permissions are full on the role and no restrictions on the field it's self - what else? sorry for the long post When ISolved14Views0likes2CommentsIntermittent Issue: Contacts Not Displaying After Adding to Form/Table
Hi! I am trying to resolve an issue that has been happening since last year and that neither QB Support nor I have been able to solve. This issue randomly began out of the blue, and I can't make sense of it. The process: User 1 adds a task (record) to the 'Client Request Form' for XYZ Company. User 1 clicks 'Add Client Request Contact'. This takes the user to the child form Client Request Contact. User 1 will add the XYZ Company contact via an email dropdown box. If the contact does not exist from a previous entry, User 1 will click 'create new contact'. Upon clicking, the 'Contacts' form will open for User 1 to enter a new contact associated with XYZ Company. After adding the new contact, the contact is now available to add as a contact for any future Client Request Form tasks/records entered. The issue: When User 1 attempts to associate an existing contact with a Client Request form, the list of possible contacts does not display, resulting in the user having to add the contact repeatedly. Additional Information: Multiple contacts can be associated with one Client Request Form. We have been using Quick Base for 5 years now, and this issue was first discovered in 2023. We have 1,000+ clients in our application. When it was first reported as an issue in October 2023, the user only saw this happen on 6 clients added by different sales team members in 5 different months from January 2023 to September 2023. The other was added back in 2019. Today, the number affected is higher than 6. Please let me know what additional information I can provide. I hope we do not have to create something new, as this will impact over 17,000 existing records. Thanks in advance!16Views0likes1CommentGet 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 contact fields into the Tins table. How would I set up the relationship in order to do this? Thanks.Solved50Views1like9CommentsViewing content from a hidden table?
I'm sure I'm missing something simple here, but I have a few tables that are source data for table-to-table relationships. I don't want / need most users to see the information in these tables so have unchecked "show in table bar" in the advanced settings. However, occasionally I DO want to see what's in that table. The only way I've found to do that is to change that setting, look at what I want to see, and then change it back. Is there an easier way?20Views0likes3Comments