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Override a Lookup Field

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bssmaster8
4 - Data Explorer
4 - Data Explorer

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?

1 Solution

Accepted Solutions
TheTimeSavingCo
18 - Pluto
18 - Pluto

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)}
)

Screenshot 2024-11-12 at 9.42.01 AM.png

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1 Reply 1
TheTimeSavingCo
18 - Pluto
18 - Pluto

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)}
)

Screenshot 2024-11-12 at 9.42.01 AM.png

Link to base