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Claris Engage 2025 - March 25-26 Austin Texas ×

Newbie: Populate TableA Field with TableB Field input


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  • Newbies
Posted

I have a very simple setup:

Table 1 = Accounts

Field1 = AccountID

Field2 = AccountName

Table 1 will have Account named entered manually. There are not many, 6 accounts.

Table 2 = Opportunity

Field 1 = OpportunityID

Field 2 = AccountName - This will come from the import

Field 3 = AccountID

Table 2 will have weekly imported opportunity data. With the imported data comes the AccountName.

What I would like to have happen is when the Opportunity table is populated with the imported data then the Opportunity:AccountID is populated by the Accounts:AccountID

  • Newbies
Posted

Solved!

I had my relationships incorrect.

I had it between Opportunity:AccountID and Accounts:AccountID.

I changed to Opportunity:AccountName and Accounts:AccountName and now my data is populated.

This topic is 5081 days old. Please don't post here. Open a new topic instead.

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