- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 21, 2024 05:04 AM
Hi all!
I have two tables, the first is Stores, the second is Customers. They are linked. Customers has a Region single select, Stores a Region multi-select. All of the Region single selects are populated for the Customers tab. I need some help creating an automation or bulk update for the regions of the linked Customers are visible in the linked Stores region field.
Thanks in advance!
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 21, 2024 05:13 AM
Could you provide screenshots of the relevant tables and examples of what you'd like to happen? Would love to help, but finding it hard to visualize your base!
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 21, 2024 05:41 AM
Thanks for your speedy reply!
I've created a mock base that is trying to accomplish the same thing that I am in my org's base.
You can see that the Customers all have regions associated to them, I'd like the regions of the stores they are linked to to auto-populate based on the customer location. So in this example, Store A should have Europe and Latin America, B should have Africa, and C should have North America and Asia.
Hope that helps!
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 21, 2024 08:32 AM - edited ‎Feb 21, 2024 08:34 AM
Hi, you have just to create a lookup field like this:
You can hide the column "Table 1". Your mistake was that you just linked the two tables without apply the "function" lookup.
Steps
1. create a linked field that you have already created (your Customers column in the store table)
2. in the store table create a lookup
and automatically will populate this column with the region info of the customer table.
Let me know if you have any questions 🙂
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 21, 2024 08:39 AM
Thank you! This is helpful, I have two problems.
1. It returns multiples - my actual base has over 2000 records, using the lookup, I get 50 instances of Asia in one records. Any way of avoiding this?
2. In my actual base, I have 3 different linked columns, it appears I can only use lookup from a single linked column. Any way to get around this?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 21, 2024 08:45 AM
No problem 🙂
1. you can use a rollup and the formula ARRAYUNIQUE(values)
2. I didn't understand the question 😂
