Sorry; cryptic thread title, didn't know how to call this...
I think I saw threads relevant to this in the Forums in the past, but I can't find these back. Sorry.
Hi --
Let's say I have four forms :
- Projects
- Dates
- Tasks
- Users
Basically, When I enter a new task, there are mandatory date field + project field.
Then when I assign a task to a user, I would like to be able to retreive the corresponding date and project for this task in a user view, for filtering/sorting, without having to manually enter the project and date (besides just the task).
Right now I did this : add lookup date and project field in the user form, so I can use it as a column in the user view. I selected the whole "Project" and "Date" items in the Column Properties for the user view.
But if I assign a task to a user, the date and project column for that user remain blank, and I have to enter the date field manually, while since the given task already has got a date assigned, I need a way to display the date assigned to the task within the user view.
I also tried selecting only the corresponding "Related field" in Project or Date, instead of the whole form, and it didn't seem to work either, please let me know if that's the way to go, I'll try again.
TIA.