Sourcing Custom Record Fields in Project Entry Form?
I have created a custom record to use as an input/request form and trying to source from this custom record to a project entry form field. For the life of me can’t seem to be able to do this even though I have created a parent-child relationship between the forms. The custom record/custom record fields don’t show up in the source list. What am I missing? Really trying to avoid scripting since I don’t have the knowledge or the time.
If you’re trying to just have a single select field (one to one relationship), then on your custom field select “List/Record” in the Type field, and then select your custom record type in the List/Record field. If you need a one to many relationship between the project and your custom record, you need the project record as a selectable field on your record type, and then you need to make sure project is selected as a parent record. You may need to expose the custom tab if you’ve hidden it on your form as that’s usually where things go if you didn’t specify a location for them on the forms.
I’m trying to source a checkbox being checked or not checked in the custom form in the project form. I have tried using the List/Record Type and selecting the custom form but then get a drop down in the project form vs the checkbox.