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Question

Conditional Look Ups across Tables in 1 App

  • April 8, 2022
  • 0 replies
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I have a table with a record for each Cohort.  Within a Cohort Record are fields for identifying the Director, Manager, Analyst assigned to that Cohort.
For example: 
Cohort A; Director=Tom, Manager=Jane, Analyst=Mary
Cohort B; Director=Angela, Manager=Glen, Analyst=Stef

I have a second table with tasks by position.
For example:
Task 1; create kickoff presentation; Director
Task 2; Schedule presentation; Manager
Task 3; Present; Analyst

In the second Table, when I select the Cohort for a task, I want to pull in the appropriate person based on the Position that owns the task.
For example:
I assign Cohort A on Task 1. Since the Position is Director I want to pull in Tom.
I assign Cohort B on Task 2.  Since the Position is Manager I want to Pull in Glen.

I have created a table to table relationship that allows me to Choose the Cohort for the task in Table 2 from Table 1.  But I can't figure out how to make the person field populate based on the combination of Cohort and Position.

In reality I will have more than 50 positions and the people in those positions can change from Cohort to Cohort.

I suspect there is some sort of Get Values type formula needed here but I am stumped.

Any guidance would be appreciated.

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Nick Bellows
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  • April 8, 2022
Can you create 3 lookup fields for the director, manager, and analyst, and then just create a formula user field on your task table?

Formula on task table would be: If([Position]="Manager", [Manager Lookup Field], "Director", [Director Lookup Field],....)

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Mike Tamoush
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