1 Reply Latest reply on Apr 8, 2014 6:40 AM by philmodjunk

    Opening a Related record in another file

    sherab4

      Title

      Opening a Related record in another file

      Post

           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?

      Vendor-Shipment.png

        • 1. Re: Opening a Related record in another file
          philmodjunk

               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.)