Create a table relationship that joins on the concatenation of two fields and autofills lookup value
How do I create a table relationship that joins on the concatenation of two fields in the MASTER and DETAILS tables, then autofills the lookup value in a field in the DETAILS table. (See attached fo...
So sorry for the delay... I was finally able to try your instructions, and was able to get it to work with a slight tweak on the VENDOR table. I hadn't mentioned that the table is linked to a GOOGLE DOC (.csv) source, so I wasn't able to create a formula text field and then use the API to set the primary field. However, I simply added another field in my source table called "Key" that is the concatenation formula per your instructions and was able to follow all other instructions and it's working BEAUTIFULLY!!
So, now wondering if you could help me with my last step which is to link either the VENDOR or the ITEMS table to my PLANNER table to pull in the Lead and Support resource based on the VENDOR that was just pulled into the ITEMS table. See attached diagram?
I wasn't sure how to create another relationship based only on the VENDOR field as the join when the primary key for the VENDOR and ITEM tables are concatenations.
