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How to automatically fill in related field

  • February 18, 2021
  • 4 replies
  • 74 views
K
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Hi,

I have a table called ‘Communiques’ which is linked to ‘Contact’ records. I want to be able to - when I create a new task record from Communiques to automatically have the ‘Contact’ filled in from the Contact associated from the Communiques table. Is this possible?

I have created a video to show what I mean:

Thanks

Best answer by augmented

Hi Kosta. Since you have the contact in Communique, and Communique is linked to Tasks, you could then have a lookup field in Tasks that pulls in the contact from Communique (I assume to do filtering and grouping). Is that adequate?

Cheers!

4 replies

A
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  • augmented
  • Inspiring
  • Answer
  • February 18, 2021

Hi Kosta. Since you have the contact in Communique, and Communique is linked to Tasks, you could then have a lookup field in Tasks that pulls in the contact from Communique (I assume to do filtering and grouping). Is that adequate?

Cheers!

K
Forum|alt.badge.img+12

Hi Kosta. Since you have the contact in Communique, and Communique is linked to Tasks, you could then have a lookup field in Tasks that pulls in the contact from Communique (I assume to do filtering and grouping). Is that adequate?

Cheers!


Hi,

That could be adequate - the only issue I see with that is that when I pull up a Contact I want to see all the related tasks to that contact - if the field is just a lookup field as you stated then it will not actually be associated with the Contact for me to be able to get a 3d view from the Contacts record.

Thanks

K
Forum|alt.badge.img+12

Hi,

That could be adequate - the only issue I see with that is that when I pull up a Contact I want to see all the related tasks to that contact - if the field is just a lookup field as you stated then it will not actually be associated with the Contact for me to be able to get a 3d view from the Contacts record.

Thanks


Hi,

Since I haven’t received a reply I thought I’d elaborate on exactly what I am after so there is no confusion using a video which you can view below:

Thanks!

K
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Actually I just figured it out - the lookup fields actually include a link to the record - thanks this works pretty well.

A
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