Auto populate form based on unique value

[theonlyhamish]

Hi folks, im new to this but always learning!

I have a form to add a new record/row, the form has a drop down list linked to another table with the 'Customer Name'.

When i create a customer separately they are given a uniqueID to reference them through the entire worklfow but if i open this form to start a workflow halfway through the process, (which is normal) i can only select 'Customer Name' from the drop down and none of the other customers details are taken across to this new row.  I could set the UniqueID column to form the drop down list but that is just randomly generated letters that wont be recognised.

Thanks

[dbaum · Accepted solution]

I suggest post screenshots of the column configurations for your 2 tables. It's unclear whether you're optimally using references between tables and row labels.  

[theonlyhamish]

Hi  @dbaum , thanks for the reply.  It prompted me to look at the references, it took a while but i realised the error i made. 

I had the valid_if function on the customer name column to create a drop down of customer names.

I changed the valid_if function to the UniqueID column and made sure that Customer Name column was the label