Steven Heath

Related Field Formula Issue

Discussion created by Steven Heath on Jul 31, 2019
Latest reply on Aug 5, 2019 by Steven Heath

I am creating a field in our report view that is a checkbox in our campaign module that determines if our system sends out a survey e-mail. Each campaign can have many appointments associated with it (appointments are always associated with one campaign, so should be many to one). I want the appointment level to show this same value, so created a calculated value that references this checkbox related($campaigns_appointments,"allow_feedback_c")). 

 

The problem is they are not mimicking their value, In a test I check the box on the campaign level the appointment level is blank and not checked.

 

How do I get this checkbox to correctly have the value calculated per its related view?

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