Setting up a New Relationship | BEGINNER
A table-to-table relationship is an association, or link, between two tables. When you form a relationship, you save time because you don’t need to enter the same information multiple times in separate tables.
There are two types of relationships:
✓ One-to-many relationship
✓ Many-to-many relationship
EDITORS NOTE: In this article, we will be focusing on one-to-many relationships. To learn more about many-to-many relationships, please visit Creating many-to-many relationships.
When setting-up a one-to-many relationship, you’re instructing Quick Base to connect a single record in one table to many records in the other table.
In Quick Base, the table on the one side is the master or parent table and the table on the manyside is the details or child table.
Here are some examples of a one-to-many relationship:
✓ A school has many students
✓ A project has multiple tasks
✓ An apartment building has many tenants
Using the apartment building and tenants examples from above:
When a leasing agent enters a new tenant, the new tenant information can be related to an existing apartment building.
The apartment building and related information come directly from the apartments table.
For each additional tenant, there’s never a need to re-enter apartment building information. If for some reason the apartment building information changes, it’s automatically updated in all the related tenant records.
How to create a one-to-many relationship between two tables in an app:
- Open the app
- Open one of the tables you want to create a relationship for and *select settings.
- Select Table-to-table relationships.
- Select the + New Relationship button on the upper right.
- Click the Create a table-to-table relationship.
BEST PRACTICE: You will notice a dialog box on the righthand side. This is a guide to help you better understand the ensuing steps when forming the table-to-table relationship. It’s best practice to read the guide to ensure you get the proper results when creating relationships for the first time.
- From the drop-down menu, select the table you would like to create the relationship with.
- Select the tables to connect and choose which table is the parent and which table is the child.
- Choose how to relate child records to a parent.
EDITORS NOTE: For most people, using default reference field is sufficient. If you have information where information is shared between both the master/parent and details/child tables, you may choose a different reference field to automatically connect existing records.
- Adding lookup fields
Lookup fields will appear in the child table and provide more information about a linked record in the parent table.
Think of a lookup fields where a child is looking up to the parent for information.
As an option, you can always create a lookup field later once the initial one-to-many relationship is established. Taking our example from earlier, you may want to add additional information on an apartment building within the tenants table, such as work orders submitted, late payments, etc. Learn how to create lookup fields here.
If you don’t need lookup fields at this time, select Create Relationship to finish.
After you create the table-to-table relationship it will appear on the table-to-table relationship page. Here, you can edit the relationship, view settings, change properties for the fields, or add additional lookup fields.
To learn on how to setup a Many-to-Many Relationship, click here: Many-to-Many Relationships
- Author: Alex Skudrovskis (email@example.com))
- Date Submitted: 1/24/2019