Auto-populate fields in Custom Object Based on Another Record

Hello,
I am hoping to auto-populate a few default values in a new Custom Object record based on an associated Lead record. The layout is this:
I use the Lead record to take care of most of the information in the sales stages until the product is sold. The Lead record has fields to record information for a one product sale. The sales person can then use the Custom Object (called 'GX Additional Product') (which shows up in the Related Information section of the Lead record) to add additional items to a sales order request. Many of the fields in the GX Additional Product (custom object) record are identical to fields already filled out in the Lead record.
What I would like to do, is when a new GX Additional Product (custom object) is added to the Lead record, those identical fields already filled out in the Lead record, by default, populate the corresponding fields in the new GX Additional Product (custom object) record.
Is this possible? Is this something that can be done with JoinFieldValues? If so, I've had a bit of confusion trying to set up a JoinFieldValues expression.
If you have any information to share that would be helpful, that would be greatly appreciated! THANKS!

Hi,
You can use JoinFieldValue to Custom Objects from other entities, cause you will have other objects' ID recorded inside the CO's, when you open a new detail record associated with the parent. Make sure your custom object is showing as a detail section (N:1) into lead´s main page. Try with one field first, using the exact syntax provided at samples listed at product documentation.
regards,
Flavio Amorim
Brazil
www.triscal.com.br

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A: automatically populate fields in jsp documents based on other fields

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Is it possible to auto-populate a row of cells based on a pop-up value...

... that references a value from a column of another table?

EDIT: I note that Jerry has posted much the same solution about the time I was called for dinner (followed by part 2 of the mini series we started watching last night). I'll leave this one up for the tutorial aspects. Other than the use of pop-up menus in Table B, they're essentially the same.
Also, I see I highlighted the wrong ground beef row on the Ingredient table. The correct (93%) one is the one transferred to the second table. Oops!
Barry
dlconnolly wrote:
Good Point, should have done that in the first place. Also, thank you very much for giving this a shot to help me out. Below are my tables that I am trying to link (they did not post as tables so I hope that doesn't further confuse the situation).
Goal: In Table B/Recipes, I would like a drop-down/pop-up option in the 'Ingredient/Column A' column. Based on the choice of ingredient, I would like the Fat/Carbs/Protein row of cells for that ingredient to auto-populate with the data drawn from Table A/Ingredients.
I used the LOOKUP function: =LOOKUP(A2,Ingredients :: Asparagus:'Turkey Breast ', {Ingredients :: B2:D23}). The error message I get is: "B2:D3}" isn't a valid reference.
Hi dl,
Looks like the problem is in the formula above. (repeated with comments below)
<PRE>
Table A: "Ingredients"
Ingredient Fat Carbs Protein
Asparagus 0 5 3
Blueberries F 0 10 1
Blueberries R 0 21 1
Broccoli 0 6 2
Chicken Bre 9 13 35
Chickpeas 3 27 6
Cous Cous 0 36 6
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Ingredient Fat Carbs Protein
Grnd Bf 93% 6 0 25
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Quinoa 4 20 4
</PRE>
Posting a screen shot is easier than getting a table to align itself properly here, as the forum software must be forced into recognizing tabs as tabs. Screen shots must be hosted elsewhere (eg. Photobucket, Picasa, Flickr), then the HTML link supplied by the hosting site (on some sites in a "Share this" menu) can be entered into your post to call the image. Be sure to check the Preview tab here (before posting) to see what your post will look like.
Here's your LOOKUP formula. I've replaced the square brackets, parsed by the forum to indicate a link, with curly brackets so they would be visible.
=LOOKUP(A2,Ingredients :: Asparagus:'Turkey Breast ', {Ingredients :: B2:D23}).
The error message I get is: "B2:D3}" isn't a valid reference
"B2:D23}" perhaps?
LOOKUP is discussed on p 217 of the iWork Formulas and Functions User Guide.
It's syntax is:
LOOKUP(search-for, search-where, result-values)
So your formula,in English reads:
Search for: the contents of cell A2 (on this table)
In: the Table "Ingredients" in the columns "Asparagus" to "Turkey Breast"
and return the results in the same row in the columns from B to D in the rows 2 to 23}
I get an (expected) "invalid reference" message for Asparagus:'Turkey Breast '
(Possibly due to my leaving 'use headers as column and row references' unchecked)
Replacing that with the range in which the ingredients are listed (A2:A21), the error message changes to the one you quote.
Even ignoring the square brackets, D23 is an invalid reference on my table, which ends with "turkey breast" in row 21. But even with the specified range completely on the table, the Invalid reference message remains, indicating the square bracket is a problem.
My assumption is that it's there because you are attempting to define the results range as an array including all three columns from which you wish to gather results. Won't work.
From p 217 of the iWork F&F User Guide:
Usage Notes
Both search-where and result-values are normally included and *are specified as either*
*multiple columns or multiple rows, but not both* (one dimensional). However, for
compatibility with other spreadsheet applications, search-where can be specified as
both multiple columns and multiple rows (two dimensional) and result-values can
be omitted.
Editing to limit the result value array to a single column, and removing the square brackets gives a working formula for cell B2 on Table B:
=LOOKUP(A2,Ingredients :: A2:A21, Ingredients :: B2:B21)
Three further edits to the formula are needed before filling down and right to the rest of the active cells in Table B.
The first is to make the column, but not the row, absolute in the cell address for search value so that this reference changes as the formula is filled down, but not as it is filled right.
The second is to make both the columns and rows of the cell addresses specifying the search range absolute so that this range does not change as the formula is filled down, then right.
The third is to make the rows (only) absolute in the result range so that they do not change as the formula is filled down, but do change as it is filled right, ensuring that we retrieve the values from the correct column of "Ingredients" to the corresponding column of Table B.
These are done using the menu revealed by clicking the triangle that appears on the cell range reference when the mouse is placed on it in the formula bar. When done, the formula should look like this:
=LOOKUP($A2,Ingredients :: $A$2:$A$21, Ingredients :: B$2:B$21)
Finishing touch:
As is, the formula will return error messages in rows where there is no entry in column A of Table B. To eliminate those, trap the error using IFERROR:
=IFERROR(formula,"")
(replace formula with the formula above, leaving off the = sign)
Regards,
Barry
PS: The iWork Formulas and Functions Guide may be downloaded through the Help menu in Numbers. You'll also find the equally useful Numbers '09 User Guide at the same location. Both are highly recommended.
B
Message was edited by: Barry

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Post Author: Tned
CA Forum: Desktop Intelligence Reporting
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Post Author: Tned
CA Forum: Desktop Intelligence Reporting
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Auto-populate fields in Custom Object Based on Another Record

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