AnsweredAssumed Answered

Autofill or Portals?

Question asked by addison on Jun 7, 2016
Latest reply on Jun 7, 2016 by addison

I'm building a time card database and I don't know if I will need to use portals or autofill. Employee information (first and last name, most importantly) is stored in one table, and time cards are stored in another. When an employee creates a new time card (a new record), I want their first and last name to fill the first and last name fields.

 

I already have a field that automatically fills in the creator/employee's Account Name when they create a new record, but I don't know if I can link this to the employee info table in such a way as it will know to insert the correct first and last name associated with that Account Name.

 

Do I need to set up a portal to show the first and last name? Or is there an autofill setting I can use? I haven't used portals before, so I want to know if that's the best way to do what I'm trying to do, and if so, how would I get started?

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