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Formula text to find existing text in other fields

  • 1.  Formula text to find existing text in other fields

    Posted 03-20-2017 16:40
    Hello!

    Is there a way a record can look outside its own record, and look at the whole table when putting a formula text field?

    We currently have several documents. Each document has its own record in our main table. Some of these documents are linked, and have revisions. Right now when a revision is introduced, we have to access each previous document record and edit "Updated Version" field. So we have two main fields for this question: "Affected Documents" for new record and "Updated version" for previous(outdated) record.

    Basically we want to be able to auto-populate "Updated version" field when "Affected Documents" field is inputted, so that we do not have to manually update those previous records. 

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    Is this possible?

    Thank you in advance for all of your expertise.


  • 2.  RE: Formula text to find existing text in other fields

    Posted 03-20-2017 17:39
    It might be possible to handle this through relationships and formula fields if the master document record can have many child revision records. If so, it is still quite complicated to get there, but it is possible. Also, this could definitely be done via webhook / code page.

    For me to provide more helpful assistance, I would probably need to see how your app is structured. My contact info is in my profile. 

    Good luck!