How do I...?

auto-populate from parent table

I have company to contact related tables. When someone creates a contact in a company, can I make the address fields in the contact table auto-populate with the data from the address fields in the parent company?

1 vote
Vote
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
Elizabeth Kachoris shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

1 comment

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...
  • Witte commented  ·   ·  Flag as inappropriate

    Hello Elizabeth,

    This is referred to as a "parent lookup" and can be achieved fairly easily by adding a new calculated field to your child table. You will want to use the following syntax in your formula to reference the desired field on the parent table:

    {Parent Table Name}.{Relationship Name}.{Field Name}

    Your calculated field will then return the value from that desired field. Do note, if you type the opening bracket into the formula builder, you will get a list of every field on your table, then a list of every field on your parent table. This can be used to create parent lookups with less effort.

    I hope this is helpful. If you need further assistance getting this set up, do feel free to give us a call at 800-673-3302 at your convenience.

    Regards,

    Witte

Feedback and Knowledge Base