I've created a system where when a user clicks "Create New Agreement" URL button, a new record will be created that brings over key information, including the "predecessors" record ID so that the new record can capture that this previous agreement is a "predecessor".
However, I'm trying to figure out a way on how to link the "predecessor" record to the newly created agreement as I want a user to actively see in the "predecessor" record that this work has already been completed. Any recommendations on how to do this? Thanks!
Question
Provide Link to New Record on Predecessor Record
+2+2This 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).
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