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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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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!

 



MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Peter,

1. Are you configuring the Report Link field on the Layouts table?
2. Did you select the field [Related Opportunity] on the left side.
3. For the right side, did you navigate to your app and then locate and radio button select the [Related Opportunity] on the Products Table?


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

     

    Mark,

     

    1. Yes I'm configuring the Report Link on the Layouts table
    2. Yes, confirmed selected Related Opp on the left side
    3. THAT SOLVED IT, it was selecting the Product – Related Opportunity. THIS IS HUGE.

     

    Thank you Mark, I might have to bother you again about buttons but this does a lot.

     

     



    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      The magic of a report link is that it does not need a relationship.  It just wants to match up any field from the record you are on with any field on any table in any app.

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

        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.