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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

For my database if I wanted to place an order from a consumer's profile page, what is the best way to pull all their information from their profile into the order form? Ideally I'd like to be able to change contact information in the order form as needed.... but not always. I don't want to get locked into the information that pulls over.

Thanks!! You guys are so helpful

Posted (edited)

What you are wanting to do is called a Lookup. It will require a relationship and a keyfield that triggers each field to lookup the related field values.

There are plenty of examples around this site that show how this works.

Edit: Added a sample file to show it a little more clearly.

Michael

Lookup.zip

Edited by Guest
  • 5 weeks later...
Posted

In the sample you will notice the fields are not set to Auto Enter as a calc. They are set as a Lookup. That is prob what you are missing. Or maybe you can post your file here.

Michael

Posted

No it's still not working. Is there any information or setting that need to be adjusted within the Lookup? I'm trying to take a wholesale order and upon pressing "New Order" I want the order form, which is another table within the document, to auto-populate certain fields. This seems like it should be simple, but I'm honestly have a hard time with it. Appreciate your patience!

Posted

I'm trying to take a wholesale order and upon pressing "New Order" I want the order form, which is another table within the document, to auto-populate certain fields.

For a lookup to take place you need to have some sort of key field with data in it that matches in both tables. Not sure how clicking "New Order" would cause a lookup to take take place.

I have attached a little better example that may make more sense to you. If you still are having problems I'll prob ask for a sample of your database so I can see what ya have.

No worries about having patience, I'm not the best teacher when it comes to typing and explaining something, but I try....lol

Hope this gets ya going.

Michael

Orders.zip

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