Skip to main content

Hi,


I have a table called ‘Communiques’ which is linked to ‘Contact’ records. I want to be able to - when I create a new task record from Communiques to automatically have the ‘Contact’ filled in from the Contact associated from the Communiques table. Is this possible?


I have created a video to show what I mean:



Thanks

Hi Kosta. Since you have the contact in Communique, and Communique is linked to Tasks, you could then have a lookup field in Tasks that pulls in the contact from Communique (I assume to do filtering and grouping). Is that adequate?


Cheers!

Hi Kosta. Since you have the contact in Communique, and Communique is linked to Tasks, you could then have a lookup field in Tasks that pulls in the contact from Communique (I assume to do filtering and grouping). Is that adequate?


Cheers!


Hi,


That could be adequate - the only issue I see with that is that when I pull up a Contact I want to see all the related tasks to that contact - if the field is just a lookup field as you stated then it will not actually be associated with the Contact for me to be able to get a 3d view from the Contacts record.


Thanks

Hi,


That could be adequate - the only issue I see with that is that when I pull up a Contact I want to see all the related tasks to that contact - if the field is just a lookup field as you stated then it will not actually be associated with the Contact for me to be able to get a 3d view from the Contacts record.


Thanks


Hi,


Since I haven’t received a reply I thought I’d elaborate on exactly what I am after so there is no confusion using a video which you can view below:



Thanks!

Actually I just figured it out - the lookup fields actually include a link to the record - thanks this works pretty well.

Reply


Terms & Conditions