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mmontiel's avatar
mmontiel
Qrew Member
7 hours ago

Provide Link to New Record on Predecessor Record

I've created a system where when a user clicks "Create New Agreement" URL button, a new record will be created that brings over key information, including the "predecessors" record ID so that the new record can capture that this previous agreement is a "predecessor". 

However, I'm trying to figure out a way on how to link the "predecessor" record to the newly created agreement as I want a user to actively see in the "predecessor" record that this work has already been completed. Any recommendations on how to do this? Thanks!

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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 hours ago

      If you just want to include an embedded report of the Predecessor record on the current record, create a Report Link field type Field and configure the left side as the [Record ID#] of the Predecessor, and the right side, navigate to the same app and same table and locate the [Record ID# field]. (watch out for a pop up blocker and accept the pop up). Put the report link field on the legacy form or on new forms put a report of all records and filter it by the Report link field in the side panel.

      • mmontiel's avatar
        mmontiel
        Qrew Member
        6 hours ago

        Would this provide a link on the predecessor record (Record A) to the newly create record (Record B)? The end goal is that a user can go to Record A & see that there is already a new created agreement (Record B).