Quick Base Tips and Tricks – 6/4/2019

Quick Base is a no-code, low-code platform used to create custom solutions for businesses of all industries and sizes. The award-winning platform empowers users to build their own applications with little to no programming knowledge. If you want to learn about building relationships, check out the tips and tricks below. For more advanced users, check out the rest of our Knowledge Center!

What is a table-to-table relationship?

A Quick Base table-to-table relationship is an association or link between tables that help to save time, reduce data entry errors, organize your data, and summarize important information. Quick Base applications are built on a table structure, with relationships driving the flow of data. As a result, when tables are related, you save time because you now only have to enter the information once, and not into multiple tables separately.

1. Setting up a New Relationship

When you create a one-to-many relationship, you are essentially telling Quick Base to connect a single record in one table to multiple records in another table. Some examples of this type of relationship are:

  • A school has many students
  • An apartment building has many tenants
  • A project has many tasks
  • A manager has several employees

To learn about one-to-many relationships, follow along here.

2. Many-to-Many Relationships

A Many-to-Many Relationship is a relational structure comprised of two separate one-to-many relationships connected by a Join Table (Intermediate table) that allows two tables to act as though they are both master and details tables, allowing records from either table to be a parent to the other table’s records.

Follow along here to see the incorrect and correct way to form a many-to-many relationship.

Fields Used In Relationships

Every Quick Base relationship includes a reference field that is created in the child table and identifies the related parent record. The parent table’s key field is used to populate the child table’s reference field and always contains a unique value.

Additional fields include:

  • Lookup Fields
  • Report Link
  • URL (formula)
  • Summary Fields

To learn about these fields in detail, view Quick Base’s guide here.

Learn More!

For more tips-and-tricks and how-to articles about Quick Base development, check out our full Knowledge Base. Here you can find articles ranging from Quick Base’s most basic features, to more Outside of the Box ideas.

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