Forum Discussion

DanaHauser's avatar
DanaHauser
Qrew Cadet
6 years ago

Show field value from specific record

Hi, Is there a way to show the field value for a specific record ID on another table using a formula field?  The tables are related, but it's not a related record.  It's a specific record on ano...
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DonLarson's avatar
DonLarson
Qrew Elite
6 years ago
Dana,

Your business case is missing and that might really impact the solution.

Lets assume you have Projects and Project Managers.   You want all Projects to know the email address of the Project Manager where the Record ID# is 100

Create a Formula Numeric field Related Master Project Manager in Projects and set the value to 100
Now every Project has that as a value of 100

Now create a second relationship between Project Manager and Projects
Make sure you pick Related Master Project Manager as the Reference Field.  Do NOT let it create Related Project Manager. 

Here is your ERD


That will get the Master Email into every Project.  When you edit Record ID# 100 every Project will change.

This might not support the rest of your business case for work flow and reporting but gets the data there.



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Don Larson
Paasporter
Westlake OH
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DanaHauser's avatar
DanaHauser
Qrew Cadet
6 years ago
Thank you guys for the input, this is exactly what I needed.  

Dana

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Dana Hauser
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  • AdamKeever1's avatar
    AdamKeever1
    Qrew Commander
    6 years ago
    You can add an additional relationship where there is one Project to many Project Managers. This will allow you to create a maximum summary field for Record ID# which acts the same as a lookup and will provide the Record ID# of the specific role so that if the role is transitioned to another employee, you don't have to update a formula field:


    This is a great tool.

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    Adam Keever
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