Creating a New Reference Record - new record to have initial value of the parent record

[Anton_Dickens]

Hi everyone!

I think this is probably a simple one.

I have a form to enter a timesheet record, which requires a [Client] then a [Job] (so two references for the one timesheet record, and the [Job] selections are based on open jobs for the client). [Job] records are also children to [Client] records.

When there isn't already a [Job] under the [Client],  we need to add a new [Job] record. So from the reference dropdown, by selecting New, we are taken to the form view for entering a new [Job]. However, the form doesn't have the [Client] field in the [Job] prepopulated with an initial value.

Is there a way to have this prepopulated based on the value chose for [Client] in the Timesheet form? The same way as when you press New on the Related Records list under the [Client] detail view.

Many thanks!

[Joseph_Seddik · Accepted solution]

Client column in Jobs table: 

• Initial Value:  ANY([Related Timesheet][Client])
• Editable if:  ISBLANK([_This])

[Anton_Dickens]

Thank you so much Joseph, that is perfect! Really appreciate your help 🙂