Hi,
I'm dealing with the following scenario:
-I have a form to manage customer registry, containing fields like name, surname, telephone, email, etc.
-Another form is used to manage contracts. Here, I input contract data and reference the customer using a lookup field.
-There's yet another form to manage details and status of contracts. This form is only accessible to a specific user group, who can manage specific contract details such as changing product statuses. This form also references contracts using a lookup field. From this lookup, I also need to access customer main information such as name, telephone, and email. However, a lookup field cannot reference the "second level" of relation, meaning I can reference Contract > Customer, but not AnotherContractForm > Contract > Customer.
To work around this limitation, I've created a text field in the Contract form and populated it with Deluge with information related to the customer lookup. I then use this field in AnotherContractForm within its contract lookup.
Problem: If I update a customer's information, such as the email address, lookups directly referencing the customer will reflect the new information, but the text field populated by Deluge won't update (which is correct because Deluge runs only at certain moments of the form lifecycle).
One solution I've considered is to update all contract records associated with a specific customer whenever that customer's data is updated. However, with many contract records and specific customers, this could lead to reaching Zoho limits.
For now, I manually update contract records when someone updates specific customer data. However, in the future, I would like the ability for a lookup to reference further levels of relations, so I could perform AnotherContractForm > Contract > Customer directly within form settings.
Best regards,
Salvatore