ShalomEguale
Qrew Trainee
Joined 2 years ago
User Profile
User Widgets
Contributions
Button to go to related record in a different table
Hi, I have 2 tables, I would like to add a button in the form from the Accounts table that takes me directly to the related record in the Findings table. Both tables have the same Account ID field so I have created a table to table relationship between the two. I'm assuming I can achieve this with a url field with a formula that some how finds the related record in the Findings table by matching the account ID# but I have no idea what that formula would be. Please help Thanks69Views0likes1CommentBulk upsert field limit in pipeline
Hi, I have a pipeline that I'm using the bulk upsert steps for. Essentially, I'm just copying data from one table to another table and I need to do this bi-weekly. It's my first time using this bulk upsert and now I see there is a 250 field limit. Is there any way around this limit? I checked online and the solution seems to be to using a helper table, I'm not sure how to do this. I only have about 400 fields so I don't want to do that if unnecessary. I also saw something about a loop but I don't know how to do this either. What's the best way to go about this? I have the following steps in my pipeline: Prepare bulk record upsert Search Records In Loop: Add a bulk upsert row - End loop Commit upsertSolved491Views0likes6CommentsRe: Add data to Multi-select field
No the list doesn't change too often. Maybe once a month. There is already a separate table in a different app that houses all the brands individually. I tried to pull that table into my app and then use that field as the source of a multiselect field but I got an error because I have more than 100 brands in that table. Ideally, I would only want to show the brand names with the same ID# in the multiselect field - that would only be like 5 choices per line item maximum - so it should work but I don't know how to filter the data to only show matching choices. Is there a way to filter it maybe with a formula multiselect field?39Views0likes0CommentsAdd data to Multi-select field
Hi, I want to use names from a text lookup field as the source of a multi-select field. Some lines of the text lookup field have multiple names which are currently separated by ";". On the multi-select field I want to display the individual options on a separate line. Is this possible? This is an example of what I have: Brand (Text lookup field pulled from a separate table) A B; C D; G; H E; F This is what I want: Impacted brand (new multiselect field created) A B C D E F G H I want the user to be able to select multiple brands from the list175Views0likes6CommentsRe: Help connecting Table to Table Relationships
Hi Laura, Thanks for your response. I need the Site Risk Register table because this is actually the main table that will be used. The Site Risk Register table has a form with questions users need to answer about the risks and milestones related to that site. So I plan to add the embedded link for both the risk and milestone reports in that form The Site table is a connected table from a different app and is only there so I can pull the Site ID#s to use as a lookup field. Ideally, that table will be hidden once everything is set up. Are you saying all the tables just need to have the same related field in order to be connected?68Views1like0CommentsHelp connecting Table to Table Relationships
Hi, I have 4 tables Site table - houses all site info including site ID# which is the unique identifier to be used to relate/connect all tables. Risk table - houses all the risks. 1 site can have many risks Milestone table - Each risk can have many milestones Site Risk Register - Joining table that has all the risks and milestones relating to each site on one table I'm struggling to figure out how to connect these tables. I figured all tables need to have that site id# field in order to connect. So I created a one to many relationship with the Site table and the other 3 tables so all 3 tables have a site id# lookup field. Then I created more relationships. One Site Risk Register has many Risks, One Site Risk register has many Milestones and then I also made One risk table has many milestones. I added dummy data in the tables but it is not reflecting in the Risk Register join table. Can I get help on what I did wrong and how to properly set up these table relationships194Views0likes2Comments