Hello fairly new to Glide.
I am trying to create a hybrid CRM/ Task Manager. From the homepage I want to ‘add task’ which then when filling out the form will fall under a specific account ( in this case a hospital).
I think what you want to do is store the “account ID” when filling out the form.
Then use a relation/lookup combo to get the account name in the destination table. Use a collection to display those form submissions, and group by the account name.
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Thank you! The relation was what I needed. I appreciate the help.
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