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RickPutnam's avatar
RickPutnam
Qrew Cadet
4 years ago
Solved

Mapping Connected Table Records to Related Table

Greetings, I have a connected table in my app that pulls customer records including address data from an internal system. My app needs to map sales rep territories which are defined by state to the...
  • MarkShnier__You's avatar
    4 years ago
    If you make the State field the Key field for the Sales Territories table, then you can simply make a relationship to a mirror field for the Customer state. 

    By mirror field I mean just a formula field equal to

    [Address: State/Region]

    If you have the problem of a mismatch in terminology for state abbreviations vs full state names, i have some formuals to convert this.

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    Mark Shnier (YQC)
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