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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Is there a way to set a field to look up information from other fields, and yet still allow modification? Specifically I have a donor with names and addresses etc. I have fields for title, first1, last1, title 2, first2, last2. I want the data base to automatically enter Mr. and Mrs. George Smith, unless I know the donor prefers to be listed as The Smith Family, in which case, I'd hand enter that listing.

Posted

Add an override field and then change your calculation to:

Case (not IsEmpty(Override), Override, X)

Where "X" is your original calculated entry.

You can elaborate on this technique with another field for Greeting:

Case (not IsEmpty(Override), Override,

Greeting = "Formal", Title & " " & Last,

Greeting = "Informal", First,

Greeting = "Family", "The" & " " & Last & "Family)

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