How do I...?

Copy the linked field to text

I have a contracts table and in it, users will select a child company from the linked child company table.

I am trying to create a client contacts form that will automatically populate the selected child company(ies) in contracts in the associated client contact field

Can you tell me how? Or is there a way to create a second column that will do something like linked record = linked record text

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

3 comments

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

    Hi Noelle,

    That error usually happens when you are looking at child tables in your calculations without a child function (also known as an aggregate function). If you would like to troubleshoot further, could you send the name of the app and table where this is happening and the information you are trying to show in your calculated field to support@trackvia.com?

    Thank you!

    Cristina

  • Noelle commented  ·   ·  Flag as inappropriate

    Hi Cristina,

    I followed what you said below, but I get the error "need an aggregate function".

  • Cristina commented  ·   ·  Flag as inappropriate

    Hi Noelle,

    Thank you for reaching out! It is possible to add another column to your table that outputs the text version of what a particular record is linking to on its parent table. This can be done by adding a calculated field to your table and performing what is called a "Parent Lookup". You can reference the field of the parent table that you want to show on the child table.

    A parent table's field is referenced in a calculated field using the format: {Table Name}.{Relationship Name}.{Field Name}.

    If you are looking to show the text version of a certain field of the numerous child records linked to the parent table, you would need to use the child functions in the link below on a calculated or triggered field.

    https://help.trackvia.com/knowledgebase/articles/356703-child-functions

    Whether you do a "Parent Lookup" or use child functions, will depend on the relationship between your clients, contracts and companies tables.

    Feel free to reach out at support@trackvia.com for further assistance.

    Regards,

    Cristina

Feedback and Knowledge Base