Choices For Selection Field/Look Up Fields
I apologize in advance for how I try to explain my scenario but hopefully someone can help. I have 2 tables in my app with a relationship set up. "Sites" and "Extracts" with Sites being the parent...
Forum Discussion
Thanks Mark! Changing the record picker fields got me half way there. My issue now is the field that I want users to pick from is now set to Entity instead of Health System Name. I'm not sure how that changed since I only made the record picker change so far and I made Health System Name the first one. Any idea what made it change to entity and how I can change it to the field I want?
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Rachel Miller
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Rachel Miller
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MarkShnier__You
Qrew Legend
Qrew LegendI suspect this is the issue:
If you look at the relationship where the drop down is coming from, you will see that there is a lookup field of Entity which is set to be the "Reference Proxy" in purple. The "Reference Proxy" field is meant to be the field that best represents the Parent Record especially when the Key field of the Parent record is meaningless to the users, such as [Record ID#].
On that relationship the field at the top right hand side will be the field for related parent. (whatever you call Parent). That is the field that we do not want to expose to users because it's not meaningful. So edit the field for related parent and you would likely find that the proxy field i.e. the lookup field Best represents the parent is set to entity. Edit that to be set to [Health System Name].
Then on your form, you need to to put the field for Health System Name on the form that is the field which will allow your users to choose the correct Parent. The entity field will be relegated to just be a normal look up field and will not populate until the health system name is selected.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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If you look at the relationship where the drop down is coming from, you will see that there is a lookup field of Entity which is set to be the "Reference Proxy" in purple. The "Reference Proxy" field is meant to be the field that best represents the Parent Record especially when the Key field of the Parent record is meaningless to the users, such as [Record ID#].
On that relationship the field at the top right hand side will be the field for related parent. (whatever you call Parent). That is the field that we do not want to expose to users because it's not meaningful. So edit the field for related parent and you would likely find that the proxy field i.e. the lookup field Best represents the parent is set to entity. Edit that to be set to [Health System Name].
Then on your form, you need to to put the field for Health System Name on the form that is the field which will allow your users to choose the correct Parent. The entity field will be relegated to just be a normal look up field and will not populate until the health system name is selected.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- As always, you found the issue and gave me the solution. I knew I had to be missing something somewhere. Thank you for the quick replies!
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Rachel Miller
------------------------------- I've run into a new issue. I'm unable to upload data (using a spreadsheet) to the Health System Name field. When I review the fields I am uploading, I am not able to select that field for the Import To and none of the other fields from my related table are available either. Is there a way to fix this? I need to add a couple thousand records so doing it manually really isn't an option. Also, if we get the Health System Name working for an upload, will it still populate the other related fields automatically through an upload?
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Rachel Miller
------------------------------- MarkShnier__YouYou cannot update a lookup field. It takes its value form the relationship from the parent record.
You have two main choices.
One is to dump the parent table to excel being sure to get the [Record ID#] and the Health System Name. Then using excel formula VLOOKUP, get the record ID# of the Health system name for each record into your update and during the import map that field into [Related Parent]. That can be a practical solution if it's just a one time upload.
But if these uploads are going to happen all the time then the only practical method is likely to change the key field of the parent table to be the health system name. That way when you do an upload they will either add new records if needed or they will update existing records.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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