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Formula to lookup value in another related table

  • October 8, 2025
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I have a lookup table that has a relationship with 2 other tables (Table 1 & Table 2).

There are 2 different IDs in my lookup table that I need to check in Table 1 & Table 2.

I need to check Table 1 if one of the IDs exists, if yes then I need a checkbox ticked.  For the other ID, I need to check if it exists in Table 2, if yes then some other checkbox is ticked.  

How do I go about doing this?  

Best answer by Denin

I think there's more than one way, either with formula or summary fields.

So you have Lookup Table (A), Table 1 (B), and Table 2 (C).

I guess you have A as parent of B and C. A has or should have a lookup field from B and C for their respective IDs.

Then you use a formula like this in new formula checkbox fields in A:

- if [ID B] has any value, return true
- if [ID C] has any value, return true

How exactly to check if the ID exists depends if it's a number or text, or what it is exactly. Assuming it's just numbers, you can do it like this:

not IsNull([Name of Field With B's ID])

 

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    • Denin
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    • October 8, 2025

    I think there's more than one way, either with formula or summary fields.

    So you have Lookup Table (A), Table 1 (B), and Table 2 (C).

    I guess you have A as parent of B and C. A has or should have a lookup field from B and C for their respective IDs.

    Then you use a formula like this in new formula checkbox fields in A:

    - if [ID B] has any value, return true
    - if [ID C] has any value, return true

    How exactly to check if the ID exists depends if it's a number or text, or what it is exactly. Assuming it's just numbers, you can do it like this:

    not IsNull([Name of Field With B's ID])

     

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