Auto populate a Text Lookup field from a Text Field

Question

Hi,We have a Purchase Orders table that is populated by a manual Import at the end of each week.We are using a Purchase Order Formula Year field of Year([PO Date]) to determine the PO Year and past that to a Purchase Order Year text field.We have a Years Table relationship to the Purchase Orders Table with a Years Table text lookup field of Year Name in the Purchase Orders Table.Can we auto populate the Purchase Order Year text field to the Years Table text lookup field?Thanks,Tim------------------------------Tim Egerton------------------------------

MarkShnierYou · Answer

If I understand your question, do you have a relationship where one year has many purchase orders. However the field for Related Year in the purchase orders table is not auto populating.

The solution is to set the key field of the year's table to be the year. Then make a new relationship where one year has many purchase orders but rather than letting the system create a new field comp related year, select in the drop-down the field that you have calculated the year in the Purchase Orders Table.

Alternatively if you don't want to kill your existing relationship you can take the field for related year in your purchase orders table and rename it to be called [year formula mirror]. And change the field tape to be a formula numeric and make the formula equal to that other formula field. I am assuming here that the key field of the year's table is a number but you may have made it a text field.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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