Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
Ok here goes.
By way of background, we are going to need rwo very similar relationships to make this work.
One is going to be your existing relationships, Wein is going to be a new relationship based on a formula field.
So the first step is going to be to edit your first relationship and we are going to rename the field on the right side which is probably called [related employee] to be renamed to be called [related employee from record picker].
We should also edit the report link field that you probably have on the left side of the relationship and call that Assets from Record Picker.
The next step is to make a new formula numeric field on the assets table called [related employee from direct entry or record picker] , and also make a new field called [employee number direct entry]. Edit the formula numeric field to make the formula be
If([related employee from record picker] > 0, [related employee from record picker].
[employee number direct entry])
Now make New relationship but for the reference field on the right hand side use the formula numeric field called related employee from direct entry or record picker] .
Look up the employee name field in that relationship.
I would I suggest you do is go back to look at where you were using your previous employer name field and replace it with the employer name field from the new relationship. Once that old field is not used anywhere you can delete it. Then do the same thing with the report link field on that first relationship to see if it was used anywhere and if so replace it with a report link field from the new relationship.
So the effect of this is that the form of the field will either use the direct entry field or the record Pjetra field. Give that a try and post back if you get stuck anywhere. This post was mostly dictated so I hope Siri did a good job on that.
By way of background, we are going to need rwo very similar relationships to make this work.
One is going to be your existing relationships, Wein is going to be a new relationship based on a formula field.
So the first step is going to be to edit your first relationship and we are going to rename the field on the right side which is probably called [related employee] to be renamed to be called [related employee from record picker].
We should also edit the report link field that you probably have on the left side of the relationship and call that Assets from Record Picker.
The next step is to make a new formula numeric field on the assets table called [related employee from direct entry or record picker] , and also make a new field called [employee number direct entry]. Edit the formula numeric field to make the formula be
If([related employee from record picker] > 0, [related employee from record picker].
[employee number direct entry])
Now make New relationship but for the reference field on the right hand side use the formula numeric field called related employee from direct entry or record picker] .
Look up the employee name field in that relationship.
I would I suggest you do is go back to look at where you were using your previous employer name field and replace it with the employer name field from the new relationship. Once that old field is not used anywhere you can delete it. Then do the same thing with the report link field on that first relationship to see if it was used anywhere and if so replace it with a report link field from the new relationship.
So the effect of this is that the form of the field will either use the direct entry field or the record Pjetra field. Give that a try and post back if you get stuck anywhere. This post was mostly dictated so I hope Siri did a good job on that.