A method to return custom data from another object based on selection

[LukaszMatyszewski]

Hi All,

I want to create several "data holding" projects.

In other projects, I’d like to add typeahead or external lookup fields to reference to these "data holding" projects.

When a user selects a record from a "data holding" projects, I want a selected custom data from that automatically pull into the new object.

I was able to achieve a near ideal scenario  with external lookup field.

However, the downside is a user would have to interact with the field to fetch the records whereas Id like these to fed in automatically.

Has anyone have an idea on the cleanest way to set this up? Ideally a custom field?  Are there any methods to manage such requirement?

[KellieGardner]

Could you accomplish this with a calculated field using the same data holding projects? You could do some if statements for it to auto-populate based on previous selected data?

[LukaszMatyszewski]

Hi Kellie,

I'm not sure how would it work. Can you share an example scenario?