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Thanks Michael, Sorry, but I still can't seem to get this to work.  I have been working on this all day...and no luck.... so I deleted everything and I am right back to step 1. I am creating a new table that I would like the "key" field to be the AccountNumber field on the Customer Table. (Ultimately, when I view a ...

Greetings, Is there a way to copy grids and/or objects while making up a new screen? I made up one grid now i need a few more and i dont want to go through all the actions again.  I have a idea i am working on. John M

I just sent it, thanks for your help!

Hi Jessica, Can you email me a screenshot of the screen? -Michael

So yes, to answer your question, the grid and the add new line item button is gone, but I never removed them.

I added the actions into the grid.  But when I did, the whole item section is gone, and there's no place on the actual invoice to input any item information.

Hi Jessica, Do you mean the New Line Item button itself? Or the grid that normally displays the the invoice items? Where did you add the actions? -Michael

I was working to create an action within my invoice "new line item" section and I created the entire action, but when I published it and then went to view it in the Customer Center, the whole "New Line Item" section disappeared.  

Hi David, To use a linked field you will need a relationship between the tables this is done by adding a drop down field to the table. In your case in this new table you would need to add a drop down that references the customer table. -Michael

I have created a new table which I am trying to Link to my main Customer Table.  However, when I try to "add a Linked Field"... nothing is showing in the pulldown menus..they are all blank.  Do I need to create a relationship between the tables before adding the linked field? Thanks, David