Qrew LegendIf 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.
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).
Qrew LegendOK will you can link it both ways. Make a report link field called [Report Link to Successor]. Configure the left side as [Record ID#] and the right side as that [Record ID# of Predecessor] field.
