I have one form that is used to hold all of a...

(Steph M) #1

I have one form that is used to hold all of a clients information. It also lists the client’s 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!

(Aleksi Alkio) #2

Checking… do you want to show the goal from the client’s record when filling the note? Another question si… are you using a ref field?

(Steph M) #3

@Aleksi_Alkio

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 “new” under notes it takes them to the note form, but they no longer are able to see the goal which is

on the profile.

(Aleksi Alkio) #4

You can show the goal on an additional Show field with an deref expression like [Client ID].[Goal].

(Steph M) #5

This worked perfectly! Thank you!

(Aleksi Alkio) #6

You’re welcome