Automatically establish 2-way relationship between records created by QB action
Advisors use the Activities table to plan and keep track of their activities. Specialists can request an activity in the Requests table. I have setup a QuickBase action, when a specialists adds a request (in the Request table), it creates a record (Activity) in the Activities table.
Now I would like specialists and advisors to be able to communicate with each other via the Remarks field, each in their respective table, and have the Request table lookup other data from the Activities table, like the status of the activity. So I have setup two relationships between these tables (1 in each way). In one way, from the Request to the Activity, the relation is automatically established by the action, i.e. I set the action for the record ID to become the related request, so the Remarks field in the Request table can already function as a lookup field in the Activities table.
But now my problem is how to automatically achieve the same in the other direction. Since I don't need an Action in the other direction (the request and the related activity already exist, they're just not linked to each other yet), I don't know how to automatically have the record ID from the Activities table recognized as the Related Activity in the Request table.
Now I would like specialists and advisors to be able to communicate with each other via the Remarks field, each in their respective table, and have the Request table lookup other data from the Activities table, like the status of the activity. So I have setup two relationships between these tables (1 in each way). In one way, from the Request to the Activity, the relation is automatically established by the action, i.e. I set the action for the record ID to become the related request, so the Remarks field in the Request table can already function as a lookup field in the Activities table.
But now my problem is how to automatically achieve the same in the other direction. Since I don't need an Action in the other direction (the request and the related activity already exist, they're just not linked to each other yet), I don't know how to automatically have the record ID from the Activities table recognized as the Related Activity in the Request table.
