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11-19-2017 06:22 PM
Dear ALL
I make the custom incident master table and form.The columns are as follow.
[insident master table columns]
index(integer),
title(string),
caller(string),
<etc.>
site_code(Reference),
site_name(Reference),
site_address(Reference)
And I make a site master table too.The columns and sample records are as follow.
[site master table columns and sample records]
site_code(integer) | site_name(String) | site_address(string) ---> columns
-----------------------------------------------------------------------------------------------------
00001 | ABC.com Tokyo, HQ | Minato-ku, Tokyo ---> records
00002 | STU.com Osaka, Branch | Umeda, Osaka
00003 | XYZ.com Nagoya,Branch | Nagoya, Aichi
When I make an incident record on the form, I would like to set values of site_cde, site_name and site_address referring to the site master table.
How should I set thse columns ("site_code","site_name" and "site_address") of the insident master table? Please tell me the way.
I tried to set values using the workflow's "Set Values" options, but I gave up. Because "Set Values" options cannot set values searched from another table.
Best Regards, Hiroyasu Takeda
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11-20-2017 09:23 PM
Hello Hiroyasu,
Did you get a chance to try the way I suggested, for example on incident table you have caller field but when you get caller.email, caller.firstname, caller.lastname then system automatically shows other data of caller on the form when you change the caller value.
Similarly you just need to create the the site_code (reference to site master table) field first (that you have already created on incident form) and then you can dot-walk the other fields (as given for the caller field in earlier screenshot) from the site master table. so your dot-walking should be like.
site_code
site_code.site_name
site_code.site_address
you do not need to create below new fields referencing to same table because if it references to same table for different fields then the display value will always be same for those fields.
site_name(Reference),
site_address(Reference)
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11-19-2017 06:30 PM
What is the purpose of your Incident master table? Shouldn't you be adding the Site Code, etc. to the Incident table itself? Then you can set the values using "Set Values".
Or if you will be using the Incident Master table for your Incidents then your workflow should be using that table, then you can also use "Set Values" to set the Site Code, etc.
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11-19-2017 08:08 PM
Dear Rusty
Thank you for your answer.
>What is the purpose of your Incident master table?
In our company, the staffs of the call center , engineers and field engineers share the incident records. Filed engineers should know the site information of the customer. So we would like to include site information on the incident records.
Site code changes each time we make an incident record , that is to say, site code is variable number not fixed value. So we cannot use "Set Values" option.I would like to look up site_name, site_address from the site master table using key code "site_code".
(ex)
>Select site_name, site_address from site_master_table
>where incident_master_table.sit_code = site_master_table.sit_code;
We have many records of the site master table. Setting values of site code on the incident master tale each time is distant.

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11-19-2017 08:13 PM
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11-19-2017 11:50 PM
Dear Shishir
Thank you for your answer.
I set the column "site_code" of the incident master table like you said.
As a result, we can select the value refering to site master table on the incident form.
But I would like to set the values of these columns("site_name" and "site_address") on the incident form simultaneously.
[site master table columns and sample records]
site_code(integer) | site_name(String) | site_address(string) ---> columns
-----------------------------------------------------------------------------------------------------
00001 | ABC.com Tokyo, HQ | Minato-ku, Tokyo
(ex.)
If I choose a value " 00001" as "site_code" from the list on the incident form,
I hope that the value "ABC.com Tokyo, HQ" is assigned to "site_name" automatically.
Best Regards Hiroyasu Taeda