I really don’t even know how to title nor ask this question, hopefully someone understands what I’m trying to do.
Our primary field reads like so: RFQ - 1234 The RFQ is being pulled from dropdown Type. The 1234 is pulled from autofill number.
A form is available to 3rd parties to upload their quote based on the RFQ# provided on their form. (Which is pre-populated from the primary field)
Problem is when they upload it it links to the correct form but it creates a new record with a new (non-matching) RFQ# based on the dropdown and autofill number.
Is there anyway to have the uploaded form linked directly to the data already inputted based on the RFQ# they selected during the form process, instead of duplicating?
Here are some screenshots to maybe make sense of what I’m trying to say.
This is the Form option available- it shows all records within the primary table
This is where there form lands - after submitting the form.
This is my primary table - with all linked information showing what I’m trying to explain about the RFQ#'s not matching.
Ideally, I’d love to have all new submissions come in and automatically go to the linked field and in a perfect world populate the status Received/pending processing, and send an email to the customer…but without using all these different products to do it.
Thank you to whoever can understand what I’m trying to get done and can lend a hand.