How to perform a text search to a master table and fill in several referenced fields after a lookup is performed?

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  • Updated 4 years ago
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The desired functionality I am looking for is such:

User enters part of a last name into a text field on a form.

A search is performed to a master list of names using that text field.

If a match is found, several fields (last name, first name, email) are filled in based on the record that was matched.

I am trying to avoid having to user the drop-down/pop-up options through standard record picker lookup.

Any ideas? Can I possibly use Formula URL in some way?

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Sam

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Posted 4 years ago

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But what if the user gets 10 matches?  How would it know which to choose?
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Sam

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One of two things:

Either the user is given a revised list to select from similar to how a report may be limited when the table search is used. (Like adding a filter)
Or ideally they will be searching a unique value, such as an id, that will only return one possible result.
I have done projects for a few clients which uses the following technique.

I have a user table where the Keyfield is user and I update that field with the record ID that the user sitting on.

Then I present the user with a regular Quickbase report with all the filtering and dynamic filters which allows the user to make their selection. They hit a button on that report and it updates the original record they were sitting on appropriately and then redirects to wherever is next logically for the workflow.

It's a little too complicated to post the step-by-step cold here but feel free to contact me via the contact info in my profile for a further explanation.