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Helper I
Helper I

Updating values from one list into a master list

Hello,

 

I know this is probably very basic but I'm very much learning. After some searching and watching videos, I can't quite work this out and would appreciate any help.

 

I have 2 lists. My primary to hold my commission data collected and a secondary to hold a lookup list of the commission type and percentage for each one.

 

Primary List:

Salesman Name

Customer Name

Order Value £

Commission Type

Commission %

 

Secondary List:

Commission Type

Commission %

 

As the Commission Type and Commission % are linked together and fixed, they could be entered in a mismatch if they were picked individually (plus you would have to remember what percentage went with which product hence I have them in a second list)

 

Trainer 8%

Jumpers 10%

Hats 5

 

On my App I have added type and percentage as a data table from my secondary list (see attached screenshot) and that's fine but where I am stuck is how to take those 2 selected values pulled in from my secondary lookup list and write them back into the type and percentage field in my primary list.

 

Any help really appreciated.

Thanks

 

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Champion
Community Champion

Re: Updating values from one list into a master list

Hi @richrich123 ,

I picked your post up from the unanswered list and will try to help you.

So what you are trying to do is put the commission % from the second (I presume reference) list when you edit or create a new record in the first list based on the commission type selected in that list?

Firstly, a lookup will get the figure for you, we just need to decide when and how you use this (the below is for a DropDown/ComboBox)

Lookup(
   'Secondary List',
   'Commission Type' = <Your control name>.Selected.Value,   //.Value could be different
   'Commission %'
)

Please send me screen shot and some details of the field, control and list names.

 

View solution in original post

4 REPLIES 4
Highlighted
Community Champion
Community Champion

Re: Updating values from one list into a master list

Hi @richrich123 ,

I picked your post up from the unanswered list and will try to help you.

So what you are trying to do is put the commission % from the second (I presume reference) list when you edit or create a new record in the first list based on the commission type selected in that list?

Firstly, a lookup will get the figure for you, we just need to decide when and how you use this (the below is for a DropDown/ComboBox)

Lookup(
   'Secondary List',
   'Commission Type' = <Your control name>.Selected.Value,   //.Value could be different
   'Commission %'
)

Please send me screen shot and some details of the field, control and list names.

 

View solution in original post

Community Champion
Community Champion

Re: Updating values from one list into a master list

Will this video may help if you have not seen it already. Daniel Christian
https://youtu.be/gRAnpZJESiE
Highlighted
Helper I
Helper I

Re: Updating values from one list into a master list

Thank you - that worked.

Highlighted
Helper I
Helper I

Re: Updating values from one list into a master list

Thanks Eka, will take a watching

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