Forum Discussion
QuickBaseCoachD
9 years agoQrew Captain
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].
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
8 years agoQrew Cadet
Thanks, Mark! I have many, many ways I want to use this, so appreciate! I will pick one - one app, two tables - one for Projects and one for Assessments. So I want to display some basic details from the Assessment for a given project, even if the assessment was created separately from the project (so they aren't tied internally). I have a relationship where Assessments are the master table, with a key field of Record ID and the Projects are the child table, with Related Assessment as the numeric reference. If I turn that into a formula numeric and point to the Record ID (which has also been pulled into same relationship from the project to the assessment), it doesn't display anything in that field.
Now also what I'd really love to do is just have it pull the record in the Assessment table where the name of the customer field == name of customer field in the Project table. So, when a user creates a project, it has a customer name. It will duplicate that customer name in the refernece fields for other tables automatically where i need to pull data from - that's actually what I'd really most like to do.
Sorry if this is getting super convoluted, but I could use this so many times just if I could figure it out. And now I wonder if when I said it worked before if I thought it did but was wrong - cannot find that example anywhere now. (I have a LOT of apps we use.)
Now also what I'd really love to do is just have it pull the record in the Assessment table where the name of the customer field == name of customer field in the Project table. So, when a user creates a project, it has a customer name. It will duplicate that customer name in the refernece fields for other tables automatically where i need to pull data from - that's actually what I'd really most like to do.
Sorry if this is getting super convoluted, but I could use this so many times just if I could figure it out. And now I wonder if when I said it worked before if I thought it did but was wrong - cannot find that example anywhere now. (I have a LOT of apps we use.)