1 Reply Latest reply on Feb 17, 2016 4:33 AM by coherentkris

    Fetch data from related table

    RyanAshton

      Hi guys,

       

      I have an "Estimates" table.  The "To" field is related to a client list in a related table.

       

      I want to select from the client table list and once selected, the "Tel" and "Email" fields are automatically populated and the data from all 3 fields it copied into the fields with the same name in the "Estimates" table.

       

      How do I do that?

       

      Screenshot 2016-02-17 19.17.04.png

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      Screenshot 2016-02-17 19.21.43.png

        • 1. Re: Fetch data from related table
          coherentkris

          here is one way using auto enter calculations.

          Change the drop down in estimates to a different client and it does what you ask.

          You will need to ask what client data do you want to capture in the estimates table over time?

           

          i.e when you create an estimate and establish the client for the estimate using the method herein you will get the state of the client at the time the relation is established.

           

          If client attributes change the values in estimates about the client state will be different.