How to Link to Related Records in Same Table
I have a Projects table and want users to be able to list related projects, which would be siblings records in the same table.
I related the Projects table to itself, but cannot seem to get the [Related Project ID] field to display on the form (which I hoped would display as a record picker). When I'm editing the form, the [Related Project ID] field appears in the fields list, but is greyed out and can't be selected.
I am looking for the easiest way that a user can say projects A and B are related -- such that looking at Project A will show a link to Project B and visa versa...without having to edit both records, if that's possible.
It's fine if the user doesn't get a record picker field to choose from and instead just types the Record ID field from one record into another.
Is this possible and--if so--how?
I related the Projects table to itself, but cannot seem to get the [Related Project ID] field to display on the form (which I hoped would display as a record picker). When I'm editing the form, the [Related Project ID] field appears in the fields list, but is greyed out and can't be selected.
I am looking for the easiest way that a user can say projects A and B are related -- such that looking at Project A will show a link to Project B and visa versa...without having to edit both records, if that's possible.
It's fine if the user doesn't get a record picker field to choose from and instead just types the Record ID field from one record into another.
Is this possible and--if so--how?
