Lookup formula - Picker

1

Hi everyone!

I’m so bad at formulas, I tried to make this lookup work for an hour now… :sweat_smile:

I’m trying to make my table adjust to the agent selected.
Example: If the Agent selected is Jay Lefebvre, then the table would input the name as Jay and the adjoint/adjointe as adjoint.

Any help is truly appreciated

Here’s the table:

2

I recommend that you use a choice field for the Completed Name field on the Leads: To Call table. That way you can’t fat finger an error in typing the name. I changed the Completed Name field on the Leads: To Call table to a choice field with the formula
[Calling Agents].[Complete Name].Unique()

Then I added a formula to the Name field on the Leads: To Call table to
[Calling Agents].filter([Complete Name]=thisRow.[Complete Name]).Name

Same with the adjoint/adjointe field:
[Calling Agents].filter([Complete Name]=thisRow.[Complete Name]).[Adjoint/adjointe]

That should work for you. Let me know if it doesn’t.

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3

Thank you for your response Kurt!

This doesn’t seem to work… The complete name has to come from the agent selected picker, and when I try your formulas, the result is always: [ ]

I change the settings so that you can modify the sheet (not sure if it will work) here’s the link again (if you still have time :slight_smile: )

4

My mistake it works! Forgot to change the field to a select list :man_facepalming: Thank you!

5

ah…

then make the Agent Selected picker a formula that is
[Calling Agents].[Complete Name].Unique()

then change Name to a formula:
[Calling Agents].filter([Complete Name]=thisRow.[Complete Name]).Name

and change Adjoint/adjointe to a formula:
[Calling Agents].filter([Complete Name]=thisRow.[Complete Name]).[Adjoint/adjointe]

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