- Asked by kelkington
- a month ago
I have three tables: Contacts, Firms, Comments.
All Contact records are linked to a Firm record. Comment records must be linked to the corresponding Contact record AND the corresponding Firm record. This means using two records pickers when creating a new Comment. Instead, I would like the Firm record picker to autopopulate when the user chooses an option in the Contact record picker.
I tried setting a dynamic form rule to take the Contact record's "Related Firm" field and make the "Related Firm" field of the Comment record equal to that. This didn't seem to trigger any change.