I Need One Field To Auto Populate
Hello, I've tried report links, URL's, Formulas etc...and I can't seem to get it to communicate. I have a customers table, where I input all their information for their "account" (Email, Phone,...
Forum Discussion
I am a newbie, I have added the look up fields, maybe I did it wrong.
But after saving, and clicking "add a new service call" from the customer's table it doesn't populate the customers information from the account page.
Now, I have made it so on each customer page - they have any related service calls displayed on their account.
Attached is some pictures for reference.
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Newman, Savi
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But after saving, and clicking "add a new service call" from the customer's table it doesn't populate the customers information from the account page.
Now, I have made it so on each customer page - they have any related service calls displayed on their account.
Attached is some pictures for reference.
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Newman, Savi
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MarkShnier__You
Qrew Legend
Qrew LegendAre you saying that the embedded report of service calls on the customer page does not show the field you want? Or are you saying that the service call record itself does not show the field you want?
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- More of, when I click "Add DW Service Call" from the customers page, and it redirects me to adding a new service call, I want it to auto fill the following fields that is related to the customer: Site Address, Phone Number and Name
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Newman, Savi
------------------------------- MarkShnier__YouUnless you have a complex need where the user might need to modify the site address, phone number, or the name, all you want to do is bring down those fields down to the child table and put those look up fields on the form. Then they will auto populate. They will not be editable they will simply auto populate.
If you have created manual fields for those on the service call then I think you need to delete those fields and just use the look up fields on the child record.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------ - On the images you attached, the lookup fields come from 'Related Customer 2'. Do you have more than one relationship? It's possible you accidentally created the relationship twice and are using the lookup fields from the wrong relationship.
Can you screen shot your relationships?
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Mike Tamoush
------------------------------- So I have actually figured out how to get the auto population problem fixed, but now doing that, it has "undid" an additional thing.
I want to be able to add a service call from the customer page, and have their information auto fill. Check.
However, I want their existing service calls (before this feature) to be listed as well.
Can I not have the best of both worlds?
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Newman, Savi
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