Hi, everyone.
I had an app that was working for a while and now it doesn't seem to be working. The process involves sales reps going to the Input List, choosing a customer number, then adding emails and choosing license types for users and experts for that customer, which each get populated to their own lists (and then that data goes off and does something else, we have a reason for keeping them separate).
The customer number column is a lookup that references the master Customer List. In addition, this lookup column pulls the customer name. Pick the customer number from the dropdown and it autofills the customer name. This doesn't seem to be working in my app anymore. No idea how I made it work, either. I'm stumped.
The reps can either choose from the master customer list or input new data. The new data goes into separate text columns.
Not only does the customer name need to populate, but I need to carry that data over AND the manually inputted customer information to the user and expert license input screens. I want to populate variables OnSelect, but it doesn't seem to be working. The customer number field doesn't populate the variable OnSelect and the lookup field isn't displaying the value when the customer number is selected.
Because we have 2 different customer types, I'd like to use the values in the variables to populate text columns and then use those text columns in the user and expert license input screens. It seems easier to do it that way rather than have different datacards for the different columns.
Yes, it's complicated.
TLDR
Reps choose existing customer data
OR
Reps input new customer data
All customer data needs to appear in the user and expert license input screens
Rather than juggle multiple data cards, I want to populate variables with the customer info, write the info back to 2 additional columns and use those columns to populate the user and expert license input screens.
Problem:
The lookup column for the customer name doesn't populate
The variables don't populate
The patch to write it back to my columns doesn't seem to be working, but if the variables are empty, that could be why

Report
All responses (
Answers (