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How to have records populate in one table to another?


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Lets say I am linking a People Table and a Projects Table.

In the People table I want a column that has all the Projects Associated with that specific person. In the Projects table, I already have all the projects listed along with the associated person. When I ‘Link from Another Record’ from People to Projects, nothing populates. I’ve tried the LookUp as well but nothing populates as well. 

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DisraeliGears01
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triplexmen wrote:

Lets say I am linking a People Table and a Projects Table.

In the People table I want a column that has all the Projects Associated with that specific person. In the Projects table, I already have all the projects listed along with the associated person. When I ‘Link from Another Record’ from People to Projects, nothing populates. I’ve tried the LookUp as well but nothing populates as well. 

I presume this means that there’s a linked record field from Projects to People, which should automatically establish a linked record field in the People table back to Projects. Is the issue that when trying to add a project to a person using +, none are selectable? That would probably have to do with the field settings, where record selection is limited to a view or is filtered by a condition. If that’s not the problem, a screenshot would be helpful


Mike_AutomaticN
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Hey ​@triplexmen would you mind sharing some screenshots of you current setup?

That would be super helpful to answer with further details.

Mike, Consultant @ Automatic Nation


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