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.
This worked, thank you. When I create this report link, the displayed Record ID hyperlinks out to the correct "successor" but it's showing the current record's Record ID in the field. While this isn't a problem because I can display a report that shows the successor record information, I'm now trying to create a separate QB report that will filter out any record that has an existing "successor". I'm trying to do this so that users will know what records still require action (e.g. if there is no successor linked to the agreement record and the agreement is about to expire, it requires action).
