I have 2 tables that are related by Referencing the โDealership Nameโ Table 2 is a form that needs to be completed when the Dealership is visited. I need the column โVisitedโ In table 1 to add the value "Yesโ to the correct dealership when the data is input in column โVisit Completeโ in table 2.
Is there a way to do this?
Create an action to set that column to Yes.
Create a change data Workflow To trigger that action when the other column is not blank.
Thanks Alex. But how do I make sure it for the correct dealer. Should there not be some kind of lookup formula?
Table โDealerโ consists of a list of clients. Table โVisit 1โ is referenced to table โDealersโ by column [Dealership Name] Table โVisit 1โ is a form that has to be completed for the visit to the client. Once marked visited when completing the form I want it to reflect in the table โDealerโ that that client has been visited. There is a column for [Visit complete] in both the tables Dealer and Visit 1. The answer you gave me is not working Alex, perhaps because it does not specify something?
Got it!
Visit complete in Dealers table
IF(COUNT[Related Visits]>0, โVisitedโ, โโ)
I get this message when adding this formula in Visit complete in dealers. Unable to find table โCOUNTโ, did you mean โRouteโ?
If(count([related visits])>0,โvisitedโ,โโ)
Formula for column visited in dealer table
To get the number of visits you just put
Count([related visits])
And this will bring you back how many visits are related to that dealer.
You can either use this instead of just knowing if he was visited or just add a virtual column with the formula above
Thanks Alex but I donโt want to count the number of visits. I want the user to be able to see in the โDealersโ table whether the specific dealer has been visited. When the physical visit is done there is info to complete which is why I have an action that appears for visit 1 which takes them to the form. Once the visit is marked complete at the end of that form it needs to appear visited in the Dealer table as that is the database overview. There is a format rule attached to visited in the dealers table to change the dealer name to green when visited.
Itโs fine. The use this
If(count([related visits])>0,โvisitedโ,โโ)
Initially I have missed some brackets.
Sorry, Iโm on my phone.
This one says if the related visits list has more that 0 records that the column value will be visited, otherwise, will be blank
Hi @Andrea You could try changing the data using a workflow.
Still not doing what I need. I am battling to link the column Visit Complete in Dealers table to Visit complete in Visit 1 table to extract value from column for correct row that matches the dealer name in both tables.
Hi Lynn
I tried this and got an error that stopped the app from working. I am sure there is a simple solution. The problem I think is that the rows donโt correspond. the action to do the form for visit one selects the dealer name from the list in dealers for the form. So in the visits it is not in the same order and not all the dealers are in that sheet. The rep selects to do a visit when they go to see that dealer and that creates the visit 1.
Hi @Andrea I have been away all day today but will post a link to a sample app you can check out and instructions later tonight.
Hi @Andrea Here is the App and documentation
Thank you Lynn
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