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When you are creating a table, you might want to refer to another field that is outside the table.
For example, in this table, I want to display the name of the customer on each line item. To do this, you need to use a special formula that looks like this:
Here, I’ll use Account_Name as my field ID.
Referring to Table Fields in the Parent Form
Now let’s look at how to refer to values that are inside a table. One example is when you want someone to list out all the potential approvers for a given task. You can give them a table like this one called Who Can Approve where they can choose as many approvers as they want from a table with a user field.
Because I also want to assign a step to these approvers in the workflow, I’m going to add an additional column called UserID that simply adds a comma to the end of the approver’s email address. The formula for this is listed below:
Back up in my form, I want to pull out the data from that table. To do that, I’ll make a user field called All Approvers. This is also a computed field and I’ll use a DConcatenate formula to pull all of the data. The formula looks like this:
In my case, I’ve put in:
The Table Name comes from where you titled it earlier. Remember to include underscores for any spaces. You can use this formula to get any values from a table out in the general form.
This will give me a list of all the email addresses separated by commas.
In the workflow, I can assign a task to all of these people. In the permissions sections, I’ll hide the two new fields that I created because they aren’t important for anyone to see.
Back in the live form you can see that, when I add a new line item to the invoice, the customer’s name is automatically gathered from the Account Name field.
Then I can choose who should approve this invoice.
In the next task you can see that this task was assigned to both Bruce and Lucius.