Look up or Filter from form

4

Hello @Chris_DeAngelis,

Although I agree with @Pablo_DV that sometimes we need to struggle a bit to learn, I think that’s not the case here. Your use case isn’t the default behavior, and it requires some workarounds to make it function properly.

I haven’t tested your specific use case, and I don’t have much time to create a doc, so it’s always easier to help if you share a dummy doc that demonstrates the behavior along with an explanation of what you’re trying to achieve.

Here are a few points regarding your use case:

  1. Are you trying to have a calculated column that updates as soon as you select the project field in a form?

  2. Is your selection column a list of texts? For example, in the options formula, are you using something like: PROJECTDB.ForEach(Concatenate(currentValue.Name, " - ", currentValue.Desc))

  3. Are you using the native form or a published/embedded form? If you’re using a published/embedded form (accessible via a public URL), access to the doc’s data may be restricted. Try adding the same form inside the doc (using /form on any page) and see if the issue persists.

Possible Causes and Solutions

  • If it works in an in-doc form: The problem likely lies in how the data is being accessed. My initial thought is that the form table is not linked to the PROJECTDB table through a relation column, or you haven’t activated the “Include reference tables” option in the form settings.
  • If it doesn’t work in an in-doc form: Then the issue is likely with a formula or filter in your setup.

Additional Resources

Check out my two posts about forms; they include some useful tricks:

Let me know if this helps! :blush:

Best regards
Arnhold

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