I have 2 forms on the ‘Account’ entity – Sales/Purchases. I also have a sub-grid linked with a 1:N relationship to the ‘Opportunity’ entity. The ‘Opportunity‘ entity also has 2 forms – Sales/Purchases.
When I click on the ‘New’ ( + ) button on the sub-grid, I want to open the Quick Create form for the ‘Opportunity’ entity which corresponds to the currently opened form from the ‘Account’ entity.
Example: Customer Mike is with a currently opened form ‘Sales’. When I click on the ‘New’ ( + ) button on the sub-grid, I want to open the ‘Sales’ Quick Create form for the ‘Opportunity’ entity.
We also have a customer Jake who is saved with the ‘Purchases’ form. I want to automatically open the ‘Purchases’ Quick Create form to create a new ‘Opportunity’ for Jake.
I am sorry if the question is confusing I tried to explain the problem in the best possible way. I am open for follow-up questions and comments.
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