One step assign Lookup Field

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I have a lookup field for selecting salesperson to a certain account. Some historic data will be showing this field as "Blank", is there a way to select 1 salesperson for all these items at one go?

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Dyn

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Posted 2 years ago

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Are you asking about how to fill in the blanks records with a new salesperson?
If so, then you can make a report filtered on Where salesperson is blank. Then run the report, click Grid Edit and fill in the blanks and save.
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Dyn

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I'm currently using the default report which everyone can view & add an additional Salesperson column (to filter those blank ones). Tried Grid edit but it says "Non editable field" as it is a lookup field. It will be too time consuming to edit each & every record to assign a salesperson.

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Gaurav Sharma

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Yes, you can't edit lookup fields. But you can update that field in the parent table.

Let me know if you need any help in this.

Thanks,
Gaurav
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Dyn

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Hi Gaurav, do you mean changing the field type in the parent table? If so, would that affect other reports?
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Gaurav Sharma

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No, you don't need to change the field type. What I am saying. Go to your parent table and look for the field which you are using as a lookup in the child table and update the value there.

Got it?
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Dyn

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Got it now. Thank you!
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Gaurav Sharma

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Great :)

Let me know if you need any further help.