How to set values which are searched from another table on the form.

[hiroyasutakeda]

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

[Shishir Srivast · Accepted solution]

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)

[hiroyasutakeda]

Dear Shishir

  Thank you for your answer.

  Following to your guide, I could set the   field "site_code.site_name" and   "site_code.site_address" using   dot-walk in the Layout Form page.These fields were moved into the right area(selected area).  

But these fields didn't appear in the Design Form page.Why? Because of this error, I could not complete the incident master form.

Best Regards, Hiroyasu Takeda

[Shishir Srivast]

I think for getting the dot-walking field on the form you need to select the configure -> Form Layout instead of Configure -> Form Design,

[hiroyasutakeda]

Dear Shishir

>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)

  I'm sorry. I   found that I forgot to do this job.

This time, I create column "site_code" which refers to the site master table and   did the dot-work   jobs.

Finally I could make the incident form which meets my requirement.

Thank you very much.

Best Regards, Hiroyasu Takeda

[hiroyasutakeda]

Dear Shishir

  Thank you very much.

Your answer met my requirement the best.

Best Regards, Hiroyasu