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Copy Field Based on Value in another field

Question asked by BillR_1 on Jun 9, 2015
Latest reply on Jun 11, 2015 by BillR_1


Copy Field Based on Value in another field


I suspect there's an obvious answer here, but I can't figure it out. I have a three tables: Company, Contacts and Invoice. I can tie various employees to a single company, and I can relate an invoice to a company. My problem is, Person A and Person B are simply contacts for Company 1, but Person C is the billing/invoice contact for Company 1. I set up a button field for "Is Invoice Contact" with a Yes and No value list on the Contacts table.

How can I pull over the contact name field to the invoice, based on a "Yes" in the "Is Invoice Contact" field?

Thank you in advance for any help. I'm getting woozy from banging my head against a wall on this.