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Data Entry from Related Table?

Question asked by TemplateDude on Mar 16, 2018
Latest reply on Mar 17, 2018 by TemplateDude

I thought I knew what I was doing, but now I’m stumped.

 

Two tables:

Customers

Add Ons

 

The “Customers” table contains fields you would probably expect:

 

Customer ID

Company

First

Last

City

etc.

 

The “Add Ons” table contains these fields:

 

Customer ID (relationship established to “Customer ID” in “Customers” table

Called Today

 

The end goal is to have a list layout that contains all fields from both tables. I actually have this running now. In the layout editor I dragged in the fields from “Customers”, then switched the field selector to related table “Add Ons”. There I dragged in the “Called Today” field.

 

If there is data in “Add Ons” that match records in “Customers” it displays just fine. However, if a record in “Customers” doesn’t have any related data in “Add Ons”, it doesn’t give them the ability to create that data from the list view by clicking into the field and typing in it.

 

Suggestions?

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