Looking up people from table with different display column

Hi everyone! I would really appreciate if someone could help me with this.

I have 2 tables:

  • clients (display column: client name)
  • projects (display column: full project name)

The clients table has a relation column that features all the projects for that client by full project name, and the projects table has a relation column with a drop-down to choose which a client from a list. So this two-way connection is sorted out ok.

The client table also has a people column for choosing an account manager for that client.

I’m trying to figure out if there’s a way to have that same people column in the project table as well. So that when I create a project, if I pick client X for it, the account manager would be automatically assigned based on the one already connected to client X in the client table.

Is this possible? I can’t seem to make it work.

I’ve tried like this, but it only shows brackets:

[ALL CLIENTS].[Account manager].Filter([ALL CLIENTS].Name.Contains(thisRow))

Hello @Nika_Vodvud ,

Please make a dummy doc so we can help you out a bit better.
My guess would be a formula in your project table account manager column like this:
thisRow.client.account manager

Greetings, Joost

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Hi @joost_mineur, wow that was some overthinking on my end :sweat_smile:
Thank you so much, it works!

I also ended up adding a ListCombine to remove brackets:

ListCombine(thisRow.Client.[Account manager])

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