Two table that need to be the same with one applying a filter


#1

I have two tables, “Proposals” and “Sales”, I need all the records from “Proposals” that have a field called “Proposal Excepted” (checkbox field and selected) on my Sales table. I have the tables linked by two fields Where and how do I make this happen because I have tried everything?


#2

Hey Mary, with a bit more info I think I can help you out!

Could you list the current fields on each of your tables?


#3

Hi Danny,

Thank you so much. I have two tables, one is Proposal, I need all records that meet my filter ("Proposal Accepted-CheckBox but I created a field for the numerical value). Tried to If Proposal Accepted= “1” but can’t get the records to create. The new record in Sales will need to be editable in the rest of the tables fields but not from those fields coming from “Proposal”. There is one record in the Proposal Table so you can see the information. I marked my notes and fields I am talking about in Red. I included a spreadsheet but pasted in case you don’t want to open the file.

Proposal Table
Description of Request
Contact Name
Proposal Date
Proposal Name
**Quantity **
**Frequency **
Proposal
**Hourly **
Proposal Amount
** Proposal ** Accepted
Date Accepted Proposal
Months of Service
Attach Proposals
Sales Notes
Contract Starts
Contract Ends
Assigned to
TO sales
Sales Testing
Sales Testing
Sales Testing
Sales Testing
Sales Testing
Sales Testing
Sales Testing
Sales Testing
"Herman, Mary"
"Herman, Mary"
1/16/2018
Testing Proposal
2
Monthly
This would be the description
$200.00
$400.00
checked
1
Linked from my Contacts table
This is the field I am trying to use to trigger the copy to “Sales Testing” table. I have a field called Sales Testing where I converted the Checked box to numerical value of 1

Where I made check box numerical
Tried Function
Sales Testing Table
Description of Request
Contact Name
Proposal Date
Proposal Name
Quantity
Frequency
Proposal
Hourly
Proposal Amount
Proposal Accepted
Date Accepted Proposal
Months of Service
Attach Proposals
Sales Notes
Contract Starts
Contract Ends
Assigned to
Contact Name from Contacts
copies records
Linked from Proposals
linked to Contacts table
Tried Function
I appreciate your help so much.

Thank you,
Mary


#4

Hi Mary, unfortunately I don’t think your spreadsheet linked. You can send it in a direct message if you don’t want to share it publicly.