Forum Discussion

NeveLeem's avatar
NeveLeem
Qrew Trainee
9 years ago

Formula text to find existing text in other fields

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 reco...
Eric_J_Hansen's avatar
Eric_J_Hansen
Qrew Cadet
9 years ago
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!