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).
