Hello,
Im a new user and would like to know if there is a way to map fields from one form to another?
In other words… I have a form for tracking a new client. I then also have a seperate Invoice form for tha client with far fewer details. I want to link my invoice to the detailed client information and bring over values from some of those fields such as remaining balance, hours, etc.
Is this possible?
Thanks
Chris
Hi Chris,
The only way to link forms together is to use the Link to Form field type with either a One to Many or Many to Many link type. What you want is a one-to-one link type with the added ability to pick which fields to pull into a parent record. I haven’t written code to do that. Sorry.
Thanks,
Brendan
.
