Automatically establish 2-way relationship between records created by QB action
Advisors use the Activities table to plan and keep track of their activities. Specialists can request an activity in the Requests table. I have setup a QuickBase action, when a specialists adds a requ...
Since I didn't find a solution, I tried to implement it manually on the form in the activities table. My problem is that, although the proxy field for the "Related activity" is one of the columns in the report I'm using, this column is not displayed in the embedded report on the Activities form. So I need to go to the Requests table, edit the request of which the record ID corresponds with the related request in the Activities table, select from the drop-down of the proxy field the activity with the record ID of the related activity, save the record, and only then the relationship is established. So I guess I'm overlooking something. In the attached screenshot, since QB knows that the related request has record ID 57, there must be a way to also know that the record ID of the related activity is 979. Or?
