Lookup Field: Drill-through / edit capabilities
W
Will Hasty
I would like to be able to edit Lookup fields to override data in the linked record and have the linked record value updated.
Ex: I use a lookup field to get "guest count" from the original form submission field but after subsequent correspondence learn that the count has changed to a new number.
Autopilot
Merged in a post:
Update Lookup Field data in a Form
G
Gary Ford
It is super handy to now have the ability to add look-up fields to linked records in a form. It would be Super Duper handy is we could edit the look-up field data in the form and the edit would update the lookup field value when the form is submitted. An example would be a customer could receive a form with their linked record filled-in so they could review their contact information. If their contact data has changed then they could update their contact data in the form.
N
Nathan Arant
Yes! This would be amazing. Use cases abound!
Brian Dollen
Merged in a post:
Clickable lookups
Y
YES Integrations
Linked records in a lookup are not clickable like they are in a linked record field; just the record title is shown. The same goes for URLs.
R
Raisy Sirote
Being able to edit linked (and subsequent lookup) records from within the original record would be a game changer - even having the capability to jump directly into the linked record to make the edit would be a help.