2 Replies Latest reply on Aug 28, 2009 9:45 AM by philmodjunk

    Refreshing Lookup fields in related table

    timothy2k

      Title

      Refreshing Lookup fields in related table

      Post

      I know there are lots of discussion about this, but the solutions all seem pretty complicated.

       

      Is there a simple way to have a table field called QuoteItem.quote_requested_quantity1 update anytime the related table field Estimate.requested_quantity1 has its value changed? The initial value goes in fine.

       

      *I've tried to click on the Estimate.requested_quantity1 and choose Record-->relookup field contents and I keep getting the error "There are no fields that lookup values based on the field "requested_quantity1"

       

      I am really hoping there is a just a simple way to have this autorefresh without a bunch of scripting or manual steps.

       

      Thanks.

        • 1. Re: Refreshing Lookup fields in related table
          mrvodka
             You will need an action for a relookup such as using the script step or your ID field being updated.
          • 2. Re: Refreshing Lookup fields in related table
            philmodjunk
              

            Most of the time, the best approach for this is not to use a look up field. If possible, replace your lookup field with a reference to the actual related field from which you are currently looking up values.

             

            This could be as simple as placing the related field on your layout in place of the current lookup field.

             

            If you use the look up field in calculations, you can edit the calculation to refer to the related field instead, though this results in an unstored field and that may or may not work for you.

             

            BTW, the Relookup didn't work for you because you placed the focus on the wrong field. If you click into the key field that defines the relationship you use in the lookup. ReLookup will then work for you.