Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
Suppose that you have a Primary customer table fed with a bunch of lookup for
Customer Type
Customer Branch (with lookups for Sales manager name, address, email)
Customer Sales Rep (as well as lookups like rep userid and rep email and rep address)
Keep in mind that when you do the Sync table all those lookups come down as just plain old text fields. ie not lookups. So you don't have to re-look them all up, they all just come in from the Customer record. The only trick is that user fields come down as text so you suffix the name with (text) and then make a formula
for say Sales Rep userid
to be
ToUser(Sales Rep userid(text)])
So no, you do not need to go through the effort to re-look up the info, as it comes down pre-baked are ready to eat.
Customer Type
Customer Branch (with lookups for Sales manager name, address, email)
Customer Sales Rep (as well as lookups like rep userid and rep email and rep address)
Keep in mind that when you do the Sync table all those lookups come down as just plain old text fields. ie not lookups. So you don't have to re-look them all up, they all just come in from the Customer record. The only trick is that user fields come down as text so you suffix the name with (text) and then make a formula
for say Sales Rep userid
to be
ToUser(Sales Rep userid(text)])
So no, you do not need to go through the effort to re-look up the info, as it comes down pre-baked are ready to eat.