4 Replies Latest reply on Mar 7, 2016 7:07 AM by yomango

    Related records using a calculated field in one table

    yomango

      Hello. I am wondering if I can type a single name on a field and have it related to a calculated field from another table. For instance, I do not know the loan number of a loan record when a customer calls but he/she is one of the applicants (there could be more applicants under the same loan application), so I created a calculated field listing all applicants and related to another table which shows the loans matching one or more names in a portal. I can only get records to show if the name I type matches the first name in the calculated field. Any ideas?. Thank you in advance