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Rich-text formatting in lookup

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Maria_Alvarez
5 - Automation Enthusiast
5 - Automation Enthusiast

Does anyone know a workaround to display nicely a lookup field??

1 Reply 1

Welcome to the community, @Maria_Alvarez !

Hmmm… this is a tricky one.

If you’re only linking to one record in the source table (instead of linking to multiple records), one clunky & partially manual way of accomplishing this would be to actually copy-and-paste the information from the source table to the destination table using an automation. So it wouldn’t actually be a lookup field in the destination table anymore, but it would be another rich text field.

You could disable editing of that field in the destination table so that users couldn’t accidentally edit the data in the destination table, but be sure to allow automations to modify the field.

Then, the only issue would be figuring out how to trigger the automation. The best way to do this would be to have a single-select field in the source table with an option that says something like “sync these notes”. When you choose that option, the automation would trigger for that record.

If you’re linking to multiple records in the source table (instead of a single record), that would be much trickier.

Maybe others will have some better ideas for you than this! :slightly_smiling_face: