Help

Welcome to the Airtable Community! If you're new here, check out our Getting Started area to get the most out of your community experience.

How to automatically fill in related field

Topic Labels: Base design
Solved
Jump to Solution
1061 4
cancel
Showing results for 
Search instead for 
Did you mean: 

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:

1 Solution

Accepted Solutions

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!

See Solution in Thread

4 Replies 4

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

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:

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