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How do I create a dependency, so that when a user's name is selected to assign them to a task record, other fields in the form automatically populate with the user's email address and phone number?

In QuickBase we call what you refer to as a dependency, a relationship. A relationship always involves two tables.

In the example above one of the tables would be a table of users. The users table would have a field for email address and a field for phone number. The users table, in this relationship, is the master table.

The other table would be the tasks table. The tasks table, in this relationship, is the details table. (To learn more, please see our About Relationships help topic.)

You can enhance this relationship with "lookup fields." Lookup fields draw additional values from the Master (users) into the details table. In this case, you'd just create lookup fields for the email address and phone number fields. (Read how to add lookup fields to a relationship in this help topic.)

Then when you add new task and select a user related master record), their email address and phone number automatically populates.

Comments

RE: 'Adding the phone number to user profiles'

Hello,

 

While the user profile doesn't have a spot for a phone number, you can set up a table in your app for your users, and you can use fields to track more information about them. One of the fields on that table would need to be a user, which would tie it to the QB user profile.

 

Thanks,

Brian

Intuit QuickBase

Adding the phone number to user profiles

What would be ideal is if we could add additional fields to the user profile, such as the phone number etc.  That way this information can be used to auto-populate fields in other tables.

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