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Copy the linked field to text

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3 comments

  • Leeana Ramos
    Cristina commented  ·  December 10, 2018 12:33 PM 

    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.

    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

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  • Leeana Ramos
    Noelle commented  ·  December 10, 2018 12:47 PM 

    Hi Cristina,

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

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  • Leeana Ramos
    Cristina commented  ·  December 10, 2018 2:25 PM  

    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

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