I am trying to choose the “Client” in a form. I have the clients listed in another table. I chose select list and chose the related table. So far so good. The problem is the list I can choose from is only the first column. I looked at all of the formulas and tried lookups, etc but I think I am missing where I add the proper formula. I don’t think it is validation and I don’t think it is using a formula to fill. I am really missing something basic here to simple choose another column in the source table. Thanks in advance
You should change your display column in your client table to something meaningful. If there’s none, you can create one only for display only using several columns with Compose, Conacatenate() or Format().
Hey @Chris_DeAngelis ,
There are so many ways to approach this. What @Pablo_DV says is generally speaking the way to go, but there are situations where you don’t want to change your display column (this happens when different tables link to your table (here the client table) and you need to create the relation in different ways.
I made a simple example doc and show you two ways to create a select-list column where you populate the select items with a formula (so it stays dynamic when the client list grows).
Copy this sample document to check out the (simple) formulas.
Greetings, Joost
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I think I get it. You are saying if I just use a Relation, then it will always choose the Display column but if I need it to choose another column then I need to use a formula. On this topic, when I use a formula for the type does it matter if I select Check list or Relation or other? Thanks so much. I will copy and play around with it.
Wow, I found my problem. When your adding options to the checklist I didn’t realize you could add the formula in this place. I was trying to do it in other places in the settings and nothing made sense. Seems so obvious now.
A relation is just that, a pointer to a row from another table. If you want to access another column from the related table in the formula language you need to add a dot . and the name of the column.
I understand that when looking for a column for searching it or getting a list. But can figure out to search in for something in column A = to something, then stay on that row and output a different column. Seems combining filters across charts is messing me up.
Much appreciate the help. Making good progress on the basic logic but the whole row as the smallest unit still messing with my brain from Excel.
Not sure I shared it correctly but I added another column to the top table called description (to the right of the display column). I am trying to get that result into my form - not the display row (the project number). Other wise I replicated your process and it worked well.
You need to use the filter() formula.
Here you have a couple of links to get you started:
Well I finally figured it out. It works on the table you gave me but unfortunately not on my document. When I write the formula it returns the correct figure but on the form it just says no options available. Pulling my hair out
I think your form options aren’t set properly.
You need to share your doc allowing us to copy, so we can see what you did, or you need to grand (some of) us edit acces, so we can work in your doc.
Right now we can’t see anything - therefore we can’t help.
Per my other post - solved it
The fields not properly populating was due to two things. First, i had to change the field type on the form to either Canvas or Text. Secondly I had to use the form preview or link - for some reason some fields don’t populate on my desktop directly. But making progress.