Save a value in a record automatically

Question

I would like to categorise records by adding one of two descriptions to a field depending on a field value in the parent record. &nbsp;The background is that I am using same child table to deal with two subjects. Will appreciate some insight. &nbsp;&nbsp;

mcfneil · Answer

I think you might have already got an answer for this, but if not, You will want to pass this unique value through in the formula -URL field that you press on the parent record.

Something like:

&_fid_55="&URLEncode([Parent Option Field])&"

*of course make sure you match up the correct field id and parent field*

laurathacker · Answer

Alternatively, you can pass down the categories as Lookup fields from the Parent; and then use formula-fields inside the child to determine which record uses which category based on other logic.

mcfneil · Answer

Then you have to make a form rule to translate to the field already in production.

Make a new field, make the formula, make a dynamic form rule, that needs to to translate information right away (which can't happen, you need some other action to trigger it)

vs.

Modify an already existing button.

Your needs might dictate one or the other, or you might have already solved it.

arshadkhwaja · Answer

Thanks a lot for your support on this.&nbsp;

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Save a value in a record automatically

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