AnsweredAssumed Answered

use portal for checklist?

Question asked by jwharton on Jul 13, 2015
Latest reply on Jul 14, 2015 by jwharton


use portal for checklist?


I've searched the forums to no avail, or dropbox links have expired... I have a layout called "Investments" for a table of the same name.  I have another table called "Investors", which could have 1000+ names in it.  I'd like users to be able to browse/search a list of Investors and associate one or more of these with an Investment record.  As a bonus, if the name of the investor isn't in the list, users should be able to add a new investor and associate it with the investment.  Thanks in advance for any advice!