6 Replies Latest reply on Jul 27, 2016 11:44 AM by jfletch

    How to Create a New Record in a Different Table pulling ID from Current Table?

    ezeitgeist

      I have two related Tables; they are related by a Contact ID.

       

      One is a Rolodex of different contacts, the second table is a list of meeting (Identified by the Contact the meeting is with). I only need meetings on an individual contact basis.

       

      Is there a way I can create a script that when I am in the Rolodex on a Contact that I can create a New Record in the Meeting table and automatically pull the Contact's ID from the Rolodex table?

       

      I know Go to Layout and New Record, but how do I pull the ID from the table I am starting from to bring into the new record in the second table??