multiple choice

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I have two fields in a table which is related to my client table.
Table "Local Counsel"
Field 1:  Attorney Name
Field 2:  EMail Address

I have a master table with all attorneys and their EMail addresses.  I have the Local Counsel "Attorney Name" field defined as a multiple choice which looks at the Attorney table to choose the attorney name.   Is there a way to automatically populate the EMail address in the Local Counsel table with the EMail address from the Attorney table?
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Charles Justice

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Posted 4 months ago

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Rob White IV

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Yes.  Create a 'Formula - Email Address' field in the 'Local Counsel' table and set it equal to the email field you are referencing from the other table.  


Of course, this will not allow the user to override the value in the 'Local Counsel' table.  You will need to use a different strategy if that is the goal.

Hope this helps,

~Rob
(Edited)
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Evan Martinez, Community Manager

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Hi Charles,

Is that Attorney Name field in Local Council's part of a relationship between those two tables or is that Attorney Name field just a multiple choice type field with the Input Type set to 'From another field'? The second option "From another field' unfortunately doesn't create a relationship between the two tables, which can make bringing over other data far more complicated as there is no relationship between the field and its source to bring down information via Look up fields, etc. So I just wanted to clarify if that Attorney Name field that you are using in your record is part of a relationship or just using this option as Formulas aren't able to draw values from other tables, they function in a record on a single table. 
(Edited)
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Charles Justice

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Rob, how do I specify that I need to pull the record from the "Attorney" table and corresponding field for the EMail address in the formula?   I do not want the user to be able to override.
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Charles Justice

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There is no relationship on the tables, just multiple choice.  I'll try defining a relationship.  Thanks.
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Rob White IV

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Yes, sorry.  I assumed you had a relationship between the two tables and was wanting to write data to the related table as a default value for a field or some such thing.  I do not presume to question your design or schema decisions.  

Reach out if you have issues setting up the relationship.  I'm happy to help you complete your challenge.

Thanks,

~Rob

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Charles Justice

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Rob,


I'm not getting it for some reason - could use some help.   Thank you.

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Rob White IV

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Hi Charles,

Here is a quick vid that may help.  Let me know if not and I'll try something else.

Thanks,

~Rob

(Edited)
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Rob White IV

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Please know that this was produced in haste and in real-time, so be patient with my pauses, etc..  

:)