OK, if you are willing do some playing around, you can try this approach.
Make fields on the Customer record to capture the data for the Opportunity record and the Activity record. Obviously, you can easily have an Automation to create those two records but the challenge is how to connect them properly in terms of populating on the Opportunity the Related Customer, and then on the Activity, the Related Customer and the related Opportunity.
Populating the Related Customer is easy because this is from the Trigger record. So we are now good for 2 of the 3 relationships.
The challenge is to connect the Activity to the Opportunity.
One way is to make a helper table with 1 record in it to summarize up the Maximum Record ID# of the Opportunity records, ie the most recently created record.
Then look that up down to all Activity records, and create an Automation that says when an Activity is created and the Related Opportunity is blank, then change the Related Opportunity to the value of that lookup of the most recently Opportunity.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com
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