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Custom Record Type Field Not Populating on Form
Hello,
We currently have a custom form linked to our Invoice. The custom form is called Modification Note form. Below is where the Modification Note lives on the Invoice.
There are several custom fields that appear on the Modification Note form. Two of those fields are highlighted below.
Here is the Modification Form showing the two fields - Customer Name and Invoice Date - BLANK on the Modification Form.
The goal is for these two fields to auto populate with the associated invoice data, just like the Transaction Attached field auto populates with the invoice number.
Below are the settings for the Customer Name and Transaction Attached fields.
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