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Save a value in a record automatically

  • 1.  Save a value in a record automatically

    Posted 09-18-2016 23:22

    I would like to categorise records by adding one of two descriptions to a field depending on a field value in the parent record.  The background is that I am using same child table to deal with two subjects. Will appreciate some insight.   



  • 2.  RE: Save a value in a record automatically

    Posted 03-02-2017 06:23
    I think you might have already got an answer for this, but if not,  You will want to pass this unique value through in the formula -URL field that you press on the parent record.

    Something like:

    &_fid_55="&URLEncode([Parent Option Field])&"

    *of course make sure you match up the correct field id and parent field*


  • 3.  RE: Save a value in a record automatically

    Posted 03-02-2017 14:37
    Alternatively, you can pass down the categories as Lookup fields from the Parent; and then use formula-fields inside the child to determine which record uses which category based on other logic.


  • 4.  RE: Save a value in a record automatically

    Posted 03-02-2017 15:05
    Then you have to make a form rule to translate to the field already in production.

    Make a new field, make the formula, make a dynamic form rule, that needs to to translate information right away (which can't happen, you need some other action to trigger it)

    vs.

    Modify an already existing button.

    Your needs might dictate one or the other, or you might have already solved it.


  • 5.  RE: Save a value in a record automatically

    Posted 03-02-2017 20:18
    Thanks a lot for your support on this.