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Is there a way to create a formula field to populate a related field on a form rather than using a form rule?

  • 1.  Is there a way to create a formula field to populate a related field on a form rather than using a form rule?

    Posted 28 days ago
    I have a parent table (Quote) to chose a construction type on the form. Child table to Quote table to choose a location.  Average Hourly Rate parent table to child Quote table.  In the Average Hourly Rate table I have 10 records that include a construction type, location, and hourly rate. I have form rules set up in the Quote table that changes the Related Average Hourly Rate based on Type and Location choices and brings up the corresponding Average Hourly Rate. However, I'd like to know if there is a formula I can write to change the Related Average Hourly  rate rather than using a form rule to bring up/populate the same information. My boss prefers formula fields to form rules and I'm just not sure how to do this or if it is possible.

    Thanks!
    Dawn

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    Dawn Rene
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  • 2.  RE: Is there a way to create a formula field to populate a related field on a form rather than using a form rule?

    Posted 28 days ago
    So, if you have the Construction Type, Location, and Avg Rate as separate tables, you're almost there, but I would set it up a little differently. Instead of having Construction Type and Location directly tied to the Quote,  I would have the user select the Construction Type and the 2nd drop-down should be from the Avg Rate table. You would then set it up so there is what's called a "Conditional Drop-down". In the field properties for 'Related Avg Rate', you would select the checkbox for 'Conditional Values' and set it up so that when the user selects 'Related Construction Type', show choices where 'Related Construction Type' = 'Related Avg Rate - Related Construction Type'. Use the Location as the Proxy for the drop-down and then bring over the currency field as a Lookup Field.

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    Blake Harrison - DataBlender.io
    Quick Base Solution Provider
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