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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
Solved! Go to Solution.
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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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11-20-2017 12:46 AM
Hi Shisir, you only need to reference the site code and you can already see site_name and site_address. You can show the Site master's fields like site_name and site_address into your Incident Master after you referenced the site code.
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11-20-2017 05:51 PM
Dear Rusty
Thank you for your answer. Your understanding of my question is right.
If a column "site_code" of the incident master table refers to a column "site_code" of the site master table, I have to memorize the values' combination of "site_code", "site_name" and "site_address" of the record.Then I have to input values into the incident master table. Memorizing the values is not efficient. I would like to these jobs systematically and look for the way.
Best Regards, Hiroyasu Takeda
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11-20-2017 06:01 PM
I already told you the way to do it.
1. Put a Reference field in Incident Master referencing Site Code table.
2. Configure Incident Master form to show fields from Site Code table like Site Code, Site Name, Site Address.
If you want, you can give me your email so I can guide you.
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11-20-2017 09:47 PM
Dear Rusty
Thank you for your kind answer.
I understood your answer rightly.
>I already told you the way to do it.
I just tried like you said.
>1. Put a Reference field in Incident Master referencing Site Code table.
Yah, I set the Reference on the column "site_code" of the incident master.
>2. Configure Incident Master form to show fields from Site Code table like Site Code, Site Name, Site Address.
And I configured the incident master form as you said.
After that I could confirm the values of the site_code, site_name and site_address.
Thank you very much.
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11-23-2017 05:04 PM
Dear Rusty
Thank you very much.
I appreciated your kind attitude and answers.
Regards, Hiroyasu Takeda