Need to make a button to add a new record in the master table from the details table and then update the details table after adding the record.

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Hi, I have a relationship with the master called "Bids" and the details "Opportunities". I would like to add a button in "Opportunities" that allows you to "Add Bid" but then after saving the bid, updates the Record ID of the Related Bid in the "Opportunities" table. 

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Jennifer

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Posted 3 years ago

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When you are sitting on the child Opportunity record and get to select a Related Parent Bid, the last choice in the drop down will be to add new bid.  

Can you explain the difference between what you want the button to do, compared to that native process?  Ie when you say that you want to create the bid, are you saying that the opportunity record has data in it's fields that you would use to actually create the bid record?  ie, not put up an Add Record form, but actually create the record?
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Jennifer

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Wow. I'm so sorry. I wasn't even thinking this morning and now I'm embarrassed. Thanks for your help Mark!
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No problem at all.