I’d like to take two fields from Table A (Tickets) and have them appear and be editable in Table B (Service Reports).
Our workflow (simplified) is as follows: upon receiving a service request from a client we create a Ticket. After the work is completed, our technician fills out a Service Report. (The two tables are related, one Ticket can have many Service Reports).
In the Tickets table, there’s a Text – Multiple Choice field called “Stage” and a User (lookup) field called “User” (which is being pulled from a relationship with a field called Staff Members).
I’d like to have those fields appear in the Service Report form, so when the tech is filling out the service report, he can also change the stage and user of the ticket.
Anyone know how this can be done?