I can do my best but I figured a picture might explain things a little better? Attached is a picture with the table to table relationships within my CRM with everything stemming from Opportunities. Then I have Product with a relationship to layouts and to opportunities.
I've also included a screenshot of my opportunities page where the Product table is being used and my layout request form where I wanted the same information to sync.
Let me know if you need more for me and I'm a bit green to quickbase so apologies if this isn't exactly what you're asking. To make things a little more complicated, I'm actually working with a test-ground CRM so it's not even our real CRM so whatever I figure out I'll have to replicate eventually.
Appreciate the input, I've tried something like that and then tried exactly what you said but for the Products table on the right side of the Related Opportunity, I only have the option of selecting a field, I tried it with "Opportunities:Products" but that didn't seem to work.
Thank you Mark, I might have to bother you again about buttons but this does a lot.
I didn't realize that. Like I said, I'm a bit green so thank you again.
You don't have to tell me how, but is there a formula/button that I can create that will send a form as an email to a user from a drop down with the user who made the form on copy? I've been able to setup notifcations so far with certain conditions on "Save & Close" buttons on forms but have yet to create an email to button that worked successfully.
Copy, yeah it would be for users only, not external people as it would be for a budgetary quote request internally.
Could you point me in the right direction? I'm now realizing it's your "URL Formulas for Dummies" that I've been using to try and guide the process but I'm struggling to piece it together.
Thank you once again, you are correct, I'm looking to add a button that would email a specific internal user with the last modified on copy. I tried playing with Magic Buttons a bit but wasn't able to actually find the button coding specifically but I also haven't given it a fair enough shake yet.
That being said, you've been more than enough help so I'll keep working on it on my own and if I have any more specific questions about my particular formula, I'll post back.
Thanks once again for all your help,
I guess I lied as I did have another question as it pertains to my previous issue.
The Report Link for the Products that I'm using in my Opportunity page (that then carries on to my layout request and my quote request) is showing the product that I added for the previous opportunity and the current one I'm creating but I only want it to show for opportunity I'm on, if that makes sense?
Currently the table is showing 2 products for a new opportunity I created and it should only be showing the 1 I just added. I am thinking the answer might lie in the Initial Filter section but I haven't quite figured it out.
[Record ID#] on the Opportunity with the [Related Opportunity] of the Product. I'm wondering if it's something with my Add Product URL because when I went to create another new opportunity there was no product in the products field but when I went to add a product, it added the product from my last opportunity along with the product I had just added.
Now I've tried replication the problem with 3 or 4 new opportunities and it seems to be working fine so maybe something just wasn't updating properly on my end? Sorry to waste your time.