I have one form that is used to hold all of a clients information. It also lists the clientโs goal. In another form, I have client notes. Is it possible to have the goal in the first form appear when entering the client note in the second form? Thank you!
Checkingโฆ do you want to show the goal from the clientโs record when filling the note? Another question siโฆ are you using a ref field?
Yes. Currently the coach will go to the clients profile and enter the note through the reference field at the bottom. When they hit the โnewโ under notes it takes them to the note form, but they no longer are able to see the goal which is
on the profile.
You can show the goal on an additional Show field with an deref expression like [Client ID].[Goal].
This worked perfectly! Thank you!
Youโre welcome
User | Count |
---|---|
41 | |
36 | |
30 | |
23 | |
16 |