You guys can do this in your sleep - for me - Im in hell and in way over my head.

I have 4 tables. Customers,Jobs,Work Orders, and Batches. A customer can have many jobs, and each job can have many work orders, and each work order can have many batches.

How do I write a script (or use a calculation field) to create a new job record that is related to that particular customer using some lookup info from Customer to job record? How do I set up the matching fields that form the relationship and transfer that field to the jobs record? So, if at some later date someone changes the customer name it will not effect the relationship.

This approach keeps going.....

Moreover, when the new job record is created (that is related to the customer)...how to do the same thing again on the jobs record to create a new work order?...and on the work order to create a new batch. All of this creates a related "bundle" of records that I can then add portals for viewing and printing layouts etc.

Thanks in advance to whoever responds to this question.

Edited March 29, 200718 yr by Guest

Take a look at this sample file that I posted yesterday. It may help you.

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