Can I base Field values on existing values in other Records?


<< How do I set default valu ...
Back to Portfolio FAQ index
Can I generate email from ... >>

Not quite, but you can use the Find & Replace function described on pages 163-166 of the manual to update many Records' Field information at once. The manual sample shows how you might search for a Vendor of a particular name and then in all matching records, update the Phone Number field to a value you type into the replace dialog.

If you know how to script, you can do much more in this area.

One thing you can't do is create conditional rules between fields, i.e. such that if FieldA has value 'One', FieldB has value 'A' but change to 'B' if FieldA is changed to value 'Two'. Again if you need to change a whole number of fields based on the change in a different field, Find & Replace is probably your best method. At the Catalogue planning state - or even after you've started - do consider whether you have a field whose value helps identify the records needing updating. If you don't, consider creating a new custom field specifically for this purpose to speed your updating of data.



Question: Can I base Field values on existing values in other Records? [FAQ00107.htm]
Last Update:- 01 June 2006


<< How do I set default valu ...
Back to Portfolio FAQ index
Can I generate email from ... >>

Quick Search of PortfolioFAQ (word, words or phase): or try the Advanced Search

User-to-User Forums  |  Report error/typo/broken link  |  Request new topic  |  Ask a question

Site and articles © Mark Anderson 2001-2007 - Visit my home page


This FAQ is created and maintained using
Friday logo
Friday - The Automatic FAQ Maker