Auto-fill column from child table if exists, else allow manual input

Hi everyone,

I have a case where I want a column’s value to automatically pull from a related child table (store) if the account has a related store. However, if there’s no child table, I want the user to be able to manually edit the column.

Additionally, if the account later gets linked to a store, I want the value from the store to overwrite any value that was manually entered before.

Is this possible? How can I achieve this setup?

Thanks in advance for any guidance!

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1 REPLY 1

For the first requirement, you set up the suggested value or initial value using

IF(ISNOTBLANK(<<get store>>), <<get store>>, "").

For the second requirement, the only way I can think of is to set up a bot and overwrite the store when the child row is created or changed.

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