I have the all the tables linked together via relationships and say so say you add a new time card from the Tasks table, the task name pulls over from the task but I still need to select the appropriate Customer and Project from their respective dropdowns to link it all together. Or add a Time card from the Projects table, it pulls the Project Name but not the Customer or a Task name. How do I set it up so if a Time Card is always created from the Task Table, it automatically sets the Customer and Projects to the right selection?
You can use a form rule which says
When Related Project is blank
Change Related Project to the value in the field [Task-Related Project]
Change Related Customer to the Value in the field [Task-Related Customer]
But you might consider simply changing the Relationship reference field to be those lookup fields instead of manukau choosing them. One way to do that is to change their type to be formula numeric and make them formula fields equal to the lookup fields from the Task.
Another thing. Why do you need to have those relationships at all? You can simply lookup the customer and project from the Task down to the Time card. If you need to have an embedded report if time cards on the customer, you can use a Report link field without a relationship.
But a caution is that if you change the relationship to be based on a lookup field then you won't be able to make a Summary field in that relationship.
Going back to your post about my first suggestion not working, so the form rule did not fire?
I realized that I did it answer your question the best way. You said that you are always going to launch the ADD Time Card entry off the Task.
The correct and simple answer is to simply build that into your ADD Time entry button on he Task record.
URLRoot() & "db/" & [_DBID_TIME_RECORDS] & "?a=API_GenAddRecordForm&_fid_11=" & URLEncode ([Record ID#])
& "&_fid_21_=" & [Related Client]
& "&_fid_20_=" & [Related Project]
& "&z=" & Rurl()
The formula above put the value of the Task Record ID into field 11 which in this example would be the related Task field of the time record. Then it also populated Related Client and Rekated Project into their correct Field IDs.
You get the field ID numbers off the usage tab if the field properties or you can turn on the field ID in the field list. Sorry for giving you less correct answers the first go around.
In regards to your first suggestion, you are correct, the form rule did not fire. I tried it several different ways and could never get it to work. There is a fair chance I didn't do it right but none the less, I was looking or other options.