Add a parent record while you add or edit a child record. This lets you stay on the form of the child record instead of navigating to another table.
For example, when you enter a record in an Orders table, you can create a new record in the related Customers table without leaving the order form.
This option is possible if:
The parent and child tables have a one-to-many relationship.
You have permission to create records in the parent table. If the parent table is in another app, you must have create permission in that app.
Learn more about table-to-table relationships.
Important
If your permissions in the parent table are granted because you are a member of a group, you are not able to add a parent record from within the child form.
Add a parent record while adding or editing a child record
Add or edit a record.
Locate the reference field that links the child record to the parent table.
This is the field containing values from the parent table, such as a list of customer names. It appears as a drop-down containing values from your parent table.Open the reference field list, then select Create a new record.
The word record changes to match the type of record in your table, such as customer.Complete the parent record form, then select Save.
Quickbase creates the new parent record and automatically populates the reference field's drop-down with the value.Complete the child record form, then select Save to finish.