Forum Discussion

CaroleVandenbe1's avatar
CaroleVandenbe1
Qrew Cadet
9 years ago

How to have one reference field selection auto-select one from another table?

I have an application that pulls info, via relationships, from 2 tables in another app.  When the user selects a customer name in that app, they are required to select a customer name from the dropdow...
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
9 years ago
I suggest that you make the 2nd field for related customer be a formula equal to the first Related customer field.

A safe way to do this, assuming that you are dealing with a Production app and do not want to accidentally break it, would be to create the new field called something like [Related Customer mirror] with a formula of [related customer].  Then pull in a few lookup fields to confirm it it working ok.

Once you are satisfied that it will work OK, then you can go to the field for [Related Customer 2] (or whatever it is called) and change the field type to be a formula field and have the formal  be [Related customer].
CaroleVandenbe1's avatar
CaroleVandenbe1
Qrew Cadet
8 years ago
Sadly, I cannot find where I did this before successfully but cannot get it to work again.  Questions:  is it the reference proxy I need to change to a formula field that matches the contents or the actual numeric reference field?  If I use numeric reference, it doesn't pull any data - but i'm thinking those internal numbers don't match and that's why.  But if I change the text reference proxy to a formula, it pulls it out of the relationship.  Works but doesn't allow for any lookups.