Nov 11, 2024 12:45 PM
I am working on a project for a service company. I have a table with clients and then a table of projects that are linked back to the client. Clients are assigned a rate based on different factors. The rate is carried through to any of the projects they are linked to via lookup field. However, I would like to override the lookup field should we have a promotional rate or a specific project needs to be billed at a different hourly rate.
Any suggestions?
Solved! Go to Solution.
Nov 11, 2024 05:42 PM
Create a number field where you can key in the override, and then create a formula field that'll use that value if it exists and use the lookup if it doesn't:
IF(
{Rate override},
{Rate override},
{Rate (from Clients)}
)
Nov 11, 2024 05:42 PM
Create a number field where you can key in the override, and then create a formula field that'll use that value if it exists and use the lookup if it doesn't:
IF(
{Rate override},
{Rate override},
{Rate (from Clients)}
)