Hey guys,
So I have an order form that includes a customer information section. I have added the ability for the user to look up current customers by Phone #, Last Name, or Company Name using combo boxes. I have a form enabled under "list items edit form" as a data entry form to add new customers not already in the database.
Everything seems to work great other than when I add a new customer through the pop up form, I then have to reselect the customer's phone # in order to populate the order form fields. Is there a way to make the fields filled in the pop up new customer form carry right over to the current order form where the popup occurred? Hope that makes sense.
Also if not the other smaller issue I have is that even after "re-selecting" the customer after adding them, the last name, Phone, and Company name don't populate until I move to a new record and come back to that record. All other customer info for the newly added customer populates. I'm guessing this is because they are lookup fields and have to be required but am a bit confused as to where to do that.
Thanks so much for the help!