+8Hello,
I have a multi-select text field with employee name choices that is going to be archived and no longer used.
In that fields place I will be adding fields that relate back to a connected employee roster table for the user to locate and pull the info from, however, I'm wondering if there is a way to have the new field populate based off the names that are currently already in the multi-select field?
+13Hi there,
Yes, you can do this. There are a couple ways. If the names are the Key Field on your Employee Roster table then you have only to make that field the Reference Field in the relationship to the Roster table.
If the [Employee Name] is not the key field for your Roster Table then you will need to do an import based on another unique field, called the Merge Field. Something like an [Employee Number] would do the trick.
Your 3rd option is to organize the data in Excel 1st and do what is called a VLOOKUP. It's my experience that no one enjoys this option so I'd definitely recommend one of the above options before this one. Excel FAQ on VLOOKUPs.
+15I use the VLookUP for migrating large data sets. If it is just a few hundred records or so, this is faster:
Make a custom report with two columns
The Multiple choice text field: The New Text field from the relationship.
Set a filter to only show records where Related Employee = BLANK
Sort the report using the Multiple choice text field. This puts all the record in order by the employee name.
Grid edit the report to fill in the new values in your second column. Use the Fill Down feature to quickly fill in the values for the identical records. When you click Save, the updated records will drop off the report.
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