Auto populate a field in a join table of a many-to-many relationship?
I have a join table Projects for a many-to-many relationship with Project Information and Replicon. I have created the relationships between them. When I go the the Projects_ table and create a new project, I see an Add Project Information button and an Add Replicon button, which, when pressed, takes me to the corresponding tables to enter new information.
Upon saving the information and returning back to the Projects table, I get the information to appear for the Project Information but nothing for Replicon. Currently there is the table to show Replicon codes, but it is not filled in.
Some background. In the Replicon table is a field Code_ that is a formula-text field. It gathers data from various parts of a related app (which all is populated) and some that the user inputs. The only part I want to carry back to the Projects table is the Code. This code will never change. Additionally, When I go to the Replicon table from the Projects table, I have to select the project number from a drop-down list instead of it just being there.
So my questions are, "Why is the Replicon code not filled in?" & "How can I make the data from the Project Information table, which is related to the Replicon table and the Projects join table, auto populate?"
My second question is, "Is it possible to just make this a field that auto populates when I come back to the Projects table?"
Ideally when the team lead Adds a new project and goes to the Replicon table, they will enter the needed information, the code is generated and when they save the record it goes back to the Projects table and populates a field. Then the rest of the team will only View_ the record and only see the Replicon Code, no Add button.
I am currently using the QB generated Record ID# for all tables, but I read something from MCFTech that mentioned using a different field at the reference field and this can help. Problem is while the Replicon code is unique to a project, it is a formula field.
Upon saving the information and returning back to the Projects table, I get the information to appear for the Project Information but nothing for Replicon. Currently there is the table to show Replicon codes, but it is not filled in.
Some background. In the Replicon table is a field Code_ that is a formula-text field. It gathers data from various parts of a related app (which all is populated) and some that the user inputs. The only part I want to carry back to the Projects table is the Code. This code will never change. Additionally, When I go to the Replicon table from the Projects table, I have to select the project number from a drop-down list instead of it just being there.
So my questions are, "Why is the Replicon code not filled in?" & "How can I make the data from the Project Information table, which is related to the Replicon table and the Projects join table, auto populate?"
My second question is, "Is it possible to just make this a field that auto populates when I come back to the Projects table?"
Ideally when the team lead Adds a new project and goes to the Replicon table, they will enter the needed information, the code is generated and when they save the record it goes back to the Projects table and populates a field. Then the rest of the team will only View_ the record and only see the Replicon Code, no Add button.
I am currently using the QB generated Record ID# for all tables, but I read something from MCFTech that mentioned using a different field at the reference field and this can help. Problem is while the Replicon code is unique to a project, it is a formula field.
