Forum Discussion
MarkShnier__You
Qrew Legend
4 years agoThe field where you chose the parent is [Related Service] which is just a Record ID# so its not user friendly. You have with deliberately or accidentally set the field properties for Related Service to be the Client Name.
So add the field for [Service - Client name] to the form and then you will be able to select a service record.
If the Client Name is not the best field for users to be using to select a service record then change your proxy field setting on the [Related Service] field to be a different lookup field.
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Mark Shnier (YQC)
[email protected]
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So add the field for [Service - Client name] to the form and then you will be able to select a service record.
If the Client Name is not the best field for users to be using to select a service record then change your proxy field setting on the [Related Service] field to be a different lookup field.
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Mark Shnier (YQC)
[email protected]
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20496
4 years agoQrew Member
I did add the Service-Client name and this is what shows now.
I have another relationship where the manager shows up so I tried to duplicate it.
Other relationship where Manager is viewable
My new relationship.
I did not build these to start with but I noticed that the previous person used the record ID a lot. But if this doesn't work I will try something else.
I have another relationship where the manager shows up so I tried to duplicate it.
Other relationship where Manager is viewable
My new relationship.
I did not build these to start with but I noticed that the previous person used the record ID a lot. But if this doesn't work I will try something else.