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Nov 19, 2021 02:47 AM
Hello.
I have two tables - Orders and Shipments.
Orders are pre populated using an integration with Hubspot.
Shipments are created manually using a ‘Create Shipment’ form on the Shipments table.
I want to assign Shipments to Orders by clicking on a button in the record of the ‘Order’ named something like ‘Add Shipment’.
This should then open a URL for the ‘Create Shipment’ form on the Shipments table. Ideally here though I want to pre fill the Order Number of the record that I clicked the button on.
I have created a linked record field in the Shipments table which links to the Orders table.
I have then appended the following to the URL for the button: “prefill_Order Number={RECORD_ID}”
The linked record displays and I can choose the order number manually but it doesn’t pre fill.
Can you let me know where I’m going wrong if possible?
Thanks!
Dan
Solved! Go to Solution.
Nov 19, 2021 03:46 AM
I would check out @kuovonne’s Prefilled Forms app, which guides you through the process of creating a prefill URL:
Nov 19, 2021 03:46 AM
I would check out @kuovonne’s Prefilled Forms app, which guides you through the process of creating a prefill URL:
Nov 19, 2021 04:09 AM
Thank you this has sorted it for me!