Apr 19, 2024 10:28 AM
I have 4 Tables (Payments, Receivables, CostCenters, Extract)
The Payments and Receivables records are linked to CostCenters records.
The Extract records are linked to Payments ou Receivables records ("If it's a receipt, it will be associated with an account receivable, and if it's a payment, it will be associated with an account payable.)
So i want to make a formula field with an IF to get a cost center from Payments if the record is linked to a payment if not it will get the receivable costcenter
Is it possible?
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Apr 20, 2024 12:42 AM
Hm, unfortunately I don't think that's possible. A possible workaround would be to create lookup fields to display the "CostCenters" link from both the linked "Payments" and "Receivables" records and then use a formula field to consolidate the data from the two, but this would just be a text field and you wouldn't be able to click it to view the CostCenter record
If you wanted to have the ability to click into the CostCenter record I think you'd need to create a link from "Extract" to "CostCenters" and populate it via an automation I'm afraid
Apr 20, 2024 12:42 AM
Hm, unfortunately I don't think that's possible. A possible workaround would be to create lookup fields to display the "CostCenters" link from both the linked "Payments" and "Receivables" records and then use a formula field to consolidate the data from the two, but this would just be a text field and you wouldn't be able to click it to view the CostCenter record
If you wanted to have the ability to click into the CostCenter record I think you'd need to create a link from "Extract" to "CostCenters" and populate it via an automation I'm afraid