Open a Form From List A as a Form in List B

Forms
1

Hello all -

Is there a way for me to open a NEW form from List A in the Form of List B?

List A is a contact form. List B is a Job Information form. At present we can choose which contact from List A are using from a dropdown in List B. However, we cannot add a new contact from the form in List B.
I have tried a few things, but have been unsuccessful.

Thanks!

2

Hello @ChristianWentz,

Is the dropdown a lookup field?

If so, you can allow users to add new values to the source list of the Lookup without leaving the form.

In the designer, select the lookup field and set its Add New property to True.

Thus, when a user starts entering a value that doesn't exist in the source list, he will see the add new item button.

Note, that the New form in the source list should be designed with Plumsail Forms.

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3

Good lord! Yes, it is from a lookup. And I actually had used the ADD NEW PROPERTY in the p ast. I had just completely forgotten. Thank you. That solved my problem :slight_smile:

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