Getting a table to connect between multiple forms

Question

I'm trying working within a pre-built CRM at my company and I need to figure out how to sync a table between a few different forms.

I've included some screen shots but I currently have a "Job Opportunity" Table that allows me to create a new opportunity and use/add a "Product" table within it that it has a table to table relationship with.

What I'm trying to do is when the user generates "Product" information from the "Add Product" on the Main opportunity tab, for that information to then show up in the layout request and eventually a quote request form I'm also working on.

So if I add a product on the Main tab when I then go to the layout request tab and add a new layout, that the product entered from the main tab is automatically generated on the layout request form so I'm not duplicating input.

Can anyone help?

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Peter Gacek
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MarkShnierYou · Answer

Perhaps all you need is to create a Report Link field field called [Report Link of Products] on your Layouts table.

Configure the field settings to match [Related Opportunity] on the left side with the [Related Opportunity] of the Products table (the right side). When you go to select that field, watch out for the pop up blocker.

Then put that Report Link link field [Report Link of Products] on the layout form and use the form properties to "show records directly on the form".

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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