Forum Discussion
WendyShoef
7 years agoQrew Cadet
I said it incorrectly... the client (parent) has many cases (child), when I am editing a case sometimes I need to edit something in the client record. When you create the relationship, you get the related client and add a client fields. When you are viewing the case, the link to go to the client record is available, but when you are editing a case, only a drop down is available. So I created a new field called "edit client." I would like to use a formula (similar to the API_GenAddRecordForm ) to create a button/link to edit the client record.
Currently, you need to save the case so you can view it, then click on the client link, then click on the edit button. That is obviously a ridiculous process just to edit a record from a related record. Hence why I want to create a button/link to edit the parent(client) directly.
Currently, you need to save the case so you can view it, then click on the client link, then click on the edit button. That is obviously a ridiculous process just to edit a record from a related record. Hence why I want to create a button/link to edit the parent(client) directly.