Hi,
I’m trying to the latest Credit Card statement balance to auto populate a reference field from a Credit Card Accounts table. How would we do this? We would need to use a formula in a reference field, is that correct? If so, what is the formula?
Eric
Could you provide a bit more info on what you’re working with? Could you perhaps provide an example of your grist document just so we have a clearer picture of what is going on?
If you are trying to add a refernece based on some other data in the same row, than yes a formula would probably be the way to go. You probably want to use lookupOne and search according to the values in the rest of the row https://support.getgrist.com/functions/#lookupone_2 . But if you’re doing some sort of import you might where you put things into one table and generate values in another that corespond, in that case you might want to look into the Action button widget. Really depends a lot on what your setup is like.