Multifield Lookup

[ply@lockton.com]

I have the following 3 columns: Client Name, Client Policy Type, Client ID. I would like the Client ID to automatically populate with the correct ID based on the Client Name and Client Policy Type selected. I'm new to Access, so someone please help!

 

[Gates Is Antichrist]

I'm not clear what you want but try this and see if it inspires a solution.

Go to design mode on a query. Under menu Query change it to an Update query. Under menu view/Show Table add the appropriate table.

Fill in one column only in the bottom of the design screen. Enter Client ID in the field. Enter exactly this in the Update To: field:
[Client Name] & "/" & [Client Policy Type]

Important advice for newbies: properly weigh whether to back up the database at least before doing any Update, delete, or make-table query. You've been warned

Run the query (Menu query run). Check the table contents now. See how that grabs you.

Again, be aware that this query modifies your database data so exercise suitable caution.

 

[bat17]

Are you working in a form? You could use the built-in "Filter by Form" feature to find the matching records. The problem is that it is the Client ID that should be the unique identifier. Presumably you could have multiple "John Smiths" with the same policy types.

Peter