Populate Link-ed Form popup

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  • March 13, 2012 at 9:57 PM #3636

    qykzoo
    Participant

    Have two forms linked — customer & product..

    Product is populated with >1000 items. Customer just a few.

    Form, Customer has a link to form Product field called Product :) , when i click on the Product field i then get a popup which is not populated… two choices, new or import,export etc… when i add then a new form is created but based upon the product form already created… no list of products already loaded. When i import, then ooops, all 1000+ records are then associated with that customer record…(wrong)…

    My hope is that i can use the sub-from(product) like a picklist with multiple selects, so only those items(products) are associated with each distonct customer.

    Thanks…DavidM

    March 13, 2012 at 9:59 PM #5143

    Brendan
    Keymaster

    Hello David,

    You’ll need to use a Many-to-Many link type to do what you want. Then instead of a + to add a new record to the linked form, you’ll see a check mark to select records from your pre-existing form.

    Thanks!

    Brendan

    March 13, 2012 at 11:19 PM #5144

    qykzoo
    Participant

    Hi Brendan,

    Wow…that is such an elegant way to do and that has just made my whole system work.

    btw.. it’s my own intrepetation of a CRM system.

    Thanks…DavidM

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