I have a table called Proposals where we track our consulting efforts.
We write a proposal for one set of work, but often, in the middle of a sale a client wants to add scope to the project (a change request).
When this happens, we create a new proposal to add scope to their project. We want to be able link the second effort (change request) to the original proposal. To do this, I would like a drop down list of proposals that the client has already done so that when our team has a change request, they can select the original Proposal.
When I create a relationship to the Proposal table itself, I don't get an option to select anything. I just get a blank text field that isn't editable.
Can anyone help me?