I have 2 relating tables, Enquiries and Projects. They represent different stages in the sales process. A Sale is an Enquiry until a PO is received, it will then become a project.
On our projects layout we have a drop down which allows users to select the relating enquiry (see below)
Pressing this number will allow you to link back to the enquiry referenced:
As you can see, the Project Number is blank. It is set up to lookup the PO number created:
The field however as seen does not autofill. Is there any way to set this to autofill and then link it back to projects. The purpose is just to create a quick link whereby you can check back to enquiry info through the enquiry number, and can return back to the relevant record on the projects layout.
I have the following script set up, but this does not work on a button either. Please see my relationships too.
Projects to Enquiries (Works fine)
Enquiries to Projects (not linking and needs the auto enter data or a button)
If anyone has any advice it would be greatly appreciated, many thanks.