Creating table-to-table relationships

You can create a relationship between two tables within an application, or between two tables in separate applications.

To create a relationship between tables in an app:
  1. Open the app.

  2. Open one of the tables you want to relate.

  3. Select Settings, then select Table-to-table relationships.

  4. Select the + New Relationship button. The Create a table-to-table relationship dialog appears:


  5. The dialog steps you through all the elements of creating a relationship, and provides guidance for each step.

  6. After you create the relationship, it appears on the Table-to-table relationships page. You can edit the relationship from here if necessary, to view settings, change properties for the fields, or add fields.

Creating a cross-app relationship

You can create a child-to-parent relationship between tables in two different apps.

Note: This feature is not available to accounts on the Quick Base Essential plan.

The process for creating a cross-app relationship is similar to creating a relationship within one app, however, there are some key differences to consider.

By choosing a table in another app, you are limited to creating a child-to-parent relationship. The app containing the relationship details is always the child table. The app containing the parent table does not list the relationship in settings.

With roles and permissions, it is important to ensure you are securing data correctly. The parent table must be set to allow access to the child table, and include a role for the all users in the child table. If a user has access to both apps, the role in the parent table will take precedence over the user's role in the child table.

A cross-app relationship is best for:

Additional differences are explained in the steps below.

To create a cross-app relationship:
  1. Open the app.

  2. Open the table you want to relate.

  3. Select Settings, then select Table-to-table relationships.

  4. Select the + New Relationship button. The Create a table-to-table relationship dialog appears.

  5. When choosing a table, pick Select a table in another app at the bottom of the drop-down.

    You may need to ensure the other app is set to allow access.

  6. Select the table to connect to, which will become the parent table.

    Note: Unlike with a regular table-to-table relationship inside one app, child-creation (URL formula) buttons and reports lists are not automatically added to the parent table. These fields can be added to the parent table manually, by editing the relationship (in the child table) and adding fields.

  7. After you create the relationship, it appears on the Table-to-table relationships page for the child table only. You can edit the relationship from here if necessary, to view settings, change properties for the fields, or add fields.
Related Topics:

 

Go back      |       

© 1999-2018  QuickBase, Inc.  All rights reserved.  Legal Notices.