Opening a Related record in another file
I have a file called "Shipments", On the layout "Shipments" there is a fields "Contacts ID" and various other fields. But when I click on the "Vendor" button I want this to take me a related record to "Contacts ID" in another file called CONTACTS and in a layout called "Vendor" for this Contact ID.
How do I do this?
Go to related records can do this for you in one step. There's an option for selecting a layout from the external file as the layout to use to bring up the related record or records in that other table on the Vendor layout--assuming that it is defined in that other file. (With an external data source reference, you can also set up a vendor layout in the other file as well.)