Hi everyone!
I think this is probably a simple one.
I have a form to enter a timesheet record, which requires a [Client] then a [Job] (so two references for the one timesheet record, and the [Job] selections are based on open jobs for the client). [Job] records are also children to [Client] records.
When there isn't already a [Job] under the [Client], we need to add a new [Job] record. So from the reference dropdown, by selecting New, we are taken to the form view for entering a new [Job]. However, the form doesn't have the [Client] field in the [Job] prepopulated with an initial value.
Is there a way to have this prepopulated based on the value chose for [Client] in the Timesheet form? The same way as when you press New on the Related Records list under the [Client] detail view.
Many thanks!
Solved! Go to Solution.
Client column in Jobs table:
Client column in Jobs table:
Thank you so much Joseph, that is perfect! Really appreciate your help ๐
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