Ref's and adding new records from a parent form. not pre-populating

AppSheet AppSheet Q&A
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1

Hi I have 3 tables Quotes, Customers, Contacts.

Quotes are linked to Customers and Contacts so a quote stores a customer and a contact from the customer.

When I create a new quote and want to add a new contact. it opens the contact entry form doesn’t do either of the following.

  1. In the contact entry form the customer is not pre-populated from the quote from customer field
  2. When I enter a contact and go back the quote it does populate with contact field with the new contact I have just created.

Any Ideas ?

2

@Mark_Tiffany
Do you use any slices or security filters with those tables?

3

Yes I do!

I’ll remove them from the test instance and see if that helps.

4

no luck worth a shot though

5

@Mark_Tiffany
Possibly you refs might have been set incorrectly. Can you give details from your column structures pls.? Thnx.