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- QuickBaseCoachDQrew CaptainSo were are we at now? Is the drop down field on the form? Is the direct entry field on the form? Is the Relationship based on he formula field pulling in data?
- KellyBianchiQrew Assistant CaptainThe 'Lookup Customer' was not displaying as a drop-down. Not sure why.
- KellyBianchiQrew Assistant CaptainWas I supposed to create 2 new fields in this scenario or just the one? I keep re-reading to see what I missed.
- QuickBaseCoachDQrew CaptainThere will be a regular field to choose the drop down choice as with any normal relationship.
There will be a new field which is just a pure data entry field where the use can enter an account # manually.
Then there will be a 3rd field which calculated which one of those two fields to use. That last field will also be used in the relationship - a 2nd relationship to the Accounts table. All you lookups and summary fields will come off that last relationship.
Please post the formula for 2nd relationship. - KellyBianchiQrew Assistant CaptainWhen I created the first data entry field, you gave me a step-by-step. Now a user can enter an account # and their information pulls up. All I need is another step by step on how to add to that (1... 2...). I see all of the ingredients, but the recipe is not clear to me.
- QuickBaseCoachDQrew CaptainCan you tell me your current formula for the field
[Account # for relationship] - KellyBianchiQrew Assistant Captain[Enter Account #]
- QuickBaseCoachDQrew CaptainSo try changing it to
IF([Enter Account #] >0, [Enter Account #], [Lookup Customer]) - KellyBianchiQrew Assistant CaptainThat's where I went wrong. I was putting that in the Lookup Customer field. What should go in there?
- QuickBaseCoachDQrew CaptainDo you gave a normal clean relationship with a drop down list of accounts? if so, what is the field for the account # chosen that way.