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Lookup from a lookup

  • 1.  Lookup from a lookup

    Posted 06-19-2019 18:32
    My title is probably not very accurate, but I was not sure how to phrase my situation.

    I am creating an app that is used for Construction job scheduling. I have created a child table [Equipment] another child [Job information] and a parent [Scheduler]. What I am trying to do is look up the equipment type which was created using a Text-multiple choice field. In that I have a list of equipment that can be selected for the particular job. In the Job info table I am doing a lookup that allows the user to select the right equipment. All fine there.From there I want to pass that value into the Scheduler table. When I attempt that look up (from the Job info table) all I get back is a numeric reference. When I create the lookup from Scheduler to Job info it creates a Create schedule option. When I choose that I get the result described above. How do I pull that info over as it is displayed in my Job info table?

  • 2.  RE: Lookup from a lookup

    Posted 06-19-2019 20:03
    Hi Montgomery,

    If I understand your situation correctly, you would like to see an embedded report of the equipment for your job in your Scheduler record.  

    You can create a Report Link field in your Scheduler table to embed the same report that you see in the Jobs record.

    1. Create a Numeric (reference proxy) field in your relationship between Jobs and Equipment and pass the Related Schedule field from the Jobs table to the Equipment table.

    2. Create a new field in the Scheduler table and select Report Link as the Type.

    3. Open the field properties for the new report link field and click the Select Target button in the field properties to configure the report link

    4. Follow the prompts to select which table the data is in and which field you want to use to match on. You will select the field created in step 1 above.

    5. Add the new report Link to your form. The Records in the Equipment list whose value in the Job - Related Schedule field matches the Record ID of the Schedule will now be displayed in your embedded report as shown below.

  • 3.  RE: Lookup from a lookup

    Posted 06-19-2019 20:51
    Thank you very much for the details! I will give this a shot.

  • 4.  RE: Lookup from a lookup

    Posted 06-19-2019 21:33
    You're welcome. Please let us know if this works out for you.