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How to make a lookup field editable on the embedded grid report?

  • 1.  How to make a lookup field editable on the embedded grid report?

    Posted 01-12-2019 19:25
    I added a report link field to display a grid report so I can easily add multiple records for another table. The problem is there is a field (see below) on the report, which is a look up from another t
    table. This field/report is on Promo (child table), is got from HD (parent table) <-- MASTER table (grandparent table). Basically, you can edit this field under MASTER table. 
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    How do I make this field editable on this grid report?

    Thank you1


  • 2.  RE: How to make a lookup field editable on the embedded grid report?

    Posted 01-12-2019 19:44
    You cannot edit a lookup field type. The closest you could come to that would be to have an override field and then a final firmula field to use the override field if not null /blank or else the lookup field.


  • 3.  RE: How to make a lookup field editable on the embedded grid report?

    Posted 01-12-2019 19:48
    The problem is that if I create an override field, there will be no relationship between the Promo (child table) and HD (parent table) when I add a grid record on the form on Promo table. 

    Is there a way that I can link them?

    Thank you!


  • 4.  RE: How to make a lookup field editable on the embedded grid report?

    Bronze
    Contributor
    Posted 01-15-2019 17:01
    Promo table fields
    [HD Item - Master Item - HD - Model Number] type: lookup (no change)
    [HD Item - Master Item - HD - Model Number ENTRY] type: user input
    [HD Item - Master Item - HD - Model Number FINAL] type: formula

    lookup field is as it is today - including relationship to parent table
    user input field allows your user to enter data on your grid edit report
    formula field is the one used in reports/other calculations/etc

    Write the formula on the formula field such that, if there's a value in the ENTRY field, use that, else use the value in the lookup field (which is still drawn from the parent record), thus preserving the relationship.