Hi I am struggling to find the right way for my relationship graph to show what I want in my layout.
I have three forms "Appointment Form","Appointment SERVICE" & "CP12 Form" and I want a layout where I can view all of these forms via portals based on a date. I.E see all of the forms completed on whichever date is typed into the date box.
All of the forms work well and take data from customers so that every form is linked to the correct customer.
"Daily Reviews" is the table for the layout where all of these forms should be displayed.
This is an example of the Daily Reviews layout one portal for each table. But as I've only got a table occurrence from "appointment Form" to Daily Reviews only the fields "invoiceID" (first field in portal) "appointment type" and "total" are showing records. The "customers", "Postcode" and "Customer Type" fields are not showing records and their specified fields are from "customers" table.