Skip to main content
Question

Trying to auto-populate a field statically

  • November 23, 2020
  • 0 replies
  • 77 views
I built an opportunity table with a child table to make quotes. To maintain a unique Quote naming system, I want to use Customer name - Record number (of the Opportunity).

I created a field as a Formula - Text  in the opportunity table. The formula grab the customer name from the Opportunity table, and append the Record number of the Opportunity. 

That part worked well, but the next part did not. What I desire is to click add new Quote, and have the quote name from above appear in a field in the Quote table.
I found that it only brought the record number and lost the customer name. I'm guessing that is because formulas are dynamic and that data is not stored.

I tried using a formula in the form itself, but that didn't work. 

Ideas?

------------------------------
Wade Myers
------------------------------
This topic has been closed for replies.

It sounds like what you need is a lookup of the [Customer Name-Opportunity Record Number] field. Go to your Table-to-Table Relationships, find the one that relates to Quotes, then click "Add Lookup Fields" button.

With the method you described, however, If you create an additional quote from that opportunity, it will have the same Customer Name-Opportunity Record Number

------------------------------
Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
------------------------------
Terms & ConditionsAccessibility statement