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Question

Add items in a lookup field to the record

  • May 12, 2026
  • 3 replies
  • 11 views

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Wanting the items in the chosen lookup to be actually added to the record. 

3 replies

DisraeliGears01
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Kinda the point of lookup fields is to reduce duplication so data lives in it’s most appropriate location but can still be referenced as needed…

Regardless though, the simplest solution is an automation that fires when the lookup field is modified and copies the lookup field data into another field on the record (what kind of field depends on your lookup data). 


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Thank you much, can it add the lookup info to a field without deleting what is already there?


DisraeliGears01
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Again, depends on your lookup data and write field, but if it’s a long text field your writing into, as part of the update record action, have it include the current field data and then the new data being written in from the lookup field. That should result in the new lookup data being appended to the existing field data. You probably want to include a space or commas in that update action to separate your data too, just figure out what works for you.