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PeterGacek's avatar
PeterGacek
Qrew Cadet
5 years ago

Getting a table to connect between multiple forms

I'm trying working within a pre-built CRM at my company and I need to figure out how to sync a table between a few different forms. I've included some screen shots but I currently have a "Job Oppor...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Perhaps all you need is to create a Report Link field field called [Report Link of Products] on your Layouts table.

Configure the field settings to match [Related Opportunity] on the left side with the [Related Opportunity] of the Products table (the right side).  When you go to select that field, watch out for the pop up blocker.

Then put that Report Link link field [Report Link of Products] on the layout form and use the form properties to "show records directly on the form".

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Mark Shnier (YQC)
Quick Base Solution Provider
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http://QuickBaseCoach.com
mark.shnier@gmail.com
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PeterGacek's avatar
PeterGacek
Qrew Cadet
5 years ago

Hey Mark,

 

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.

 

Thanks again!