Grandparent field not coming over to child

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  • Updated 4 years ago
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Hello!

I have an application with three tables: Documents, Primary Folders and Sub-folders. 

The Primary Folders table is a parent of Documents and Sub-folders. 

The Sub-folders table is a parent of the Documents. 

I am trying to make it possible that when Add a New Document is clicked on a Sub-folders report, the record would open up with that sub-folder's parent record already assigned to the Related Primary Folder field. Currently it comes up blank.

I've attached an image that portrays what is happening.

Thanks!

-Heather

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Heather Bryant

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Posted 4 years ago

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Jeff

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Hi Heather,

It seems like the formula for the Add Document button needs to have a direction added to push the Related Primary Folder field from the Sub Folder into the Related Primary Folder of the Document. You'd want to identify the field ID for the Related Primary Folder field on the Documents table and then add the following into the add document button

"&_fid_(field number of Related Primary Folder)=" & URLEncode([Related Primary Folder])

If you have difficulty getting the formula together, feel free to submit a help case and we'll be able to walk you through it.

Thanks,

Jeff
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Heather Bryant

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Thanks Jeff! I was able to put in a support request and justin helped me out. Have a great day.
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Jeff

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You're welcome!!