Forum Discussion
You are saying this.
But we also need to get the Scorecard record # and some lookup fields into the Audit Record,
You know how to get look up fields down from a parent into a child record on a relationship through a look up field.
But you can go the opposite way with a summary field to go up into the parent. So one choice is to get the Maximum record ID of the scorecard record back up into the parent audit record and then if you'd like you have two choices. For any Text fields you want floated up you can use a combined text summary field to bring them up into the parent audit record or you can do yet another relationship where one scorecard has many audit records, and for the reference field on the right side of that relationship, you would use that summary field that you just created. Then you can look up fields normally from the scorecard record back to the Audit record.