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?
Elizabeth Kachoris shared this idea · May 26, 2017
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1 comment
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
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