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RyanStanford1's avatar
RyanStanford1
Qrew Captain
7 years ago

Lock a relationship when creating new records

I'm building an app for clients which could be at same facility, in different cities. But each city could have more than one facility...

I currently have Clients related to facility as one to many, and facility to city as many to one... as the city for each facility will always be the same, how to I lock that down?

Say a new client is coming into a facility... I create a new facility, but I want the city to be prepopulated based on the selection of the facility.
  • I can think of a couple ways to accomplish this, but if it were me I would probably just set up a Formula - Text field for the city and not even use the relationship. Something like this...

    Case(
    [Your facility name],
    "Facility 1", "Tulsa",
    "Facility 2", "Denver",
    null
    )