Hello!
I am creating a table where I have a canvas column (Test Table.Canvas Column) that I would want to auto-populate a template from a canvas column in another table (Test Templates.Weekly Overview Template), depending on the Name.
Is there a formula I could use, such as IF STATEMENTS, to filter by name and populate the template into the table?
Having a formula embedded into the Value for New Rows field would be ideal. I am not sure, however, if you can do this functionality across tables.
hello Tanveer, what I would do to simplify the formula is include a Lookup column in your table Test Table that points to the row in the table Test Template that has the same name. The formula for this column is like so
[Test Template].Filter(Name=thisRow.Name)
Then add a button column to Test Table that fills the Canvas Column with the Weekly Overview Template from the Lookup column
ModifyRows(thisRow,thisRow.[Canvas Column],thisRow.Lookup.[Weekly Overview Template])
Then you can add a button that pushes that button for each row
RunActions([Test Table].Button)
after doing that the Canvas Column from Test table will all be equal to the Weekly Overview Template from the Test Template column
Thanks for the suggestion. Curious if you know of a way to do this without the Click me button - we were hoping to create an automated process with little to no manual work.
Hi you can use automation to control if a line changes and use the button
you can define a formula for the initial value for your canvas-column that is run each time a new row is created in your table.
look at the option for “canvas column options” in the column heading menu. there is a place there to define values for new rows. put in the formula there. it will be executed when a new row is created. and then the user can edit the contents later.
max
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