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Will do, many thanks.

Ashur, this worked, although I had to carry out those steps a number of times before getting the expected result.

I checked for duplicate records but didn't have any. I removed the field from the screen, deleted it from the table and refreshed before re-adding it. At first, in step 4 I had the 'RecordID' field selected as expected. However, on adding conditions to the dropdown and saving the link was broken.

Interesting and well worth checking. I'll try and replicate this on our Sandbox. Many thanks.

I have created two dropdown fields on the 'Purchase Order' table. One displays the 'Activity.RecordID' field to track the work order the purchase order is raised from, and one displays the .'Customer.FullName' field to track the customer the purchase order is raised for. The two fields are called 'Customer' and ...

Ashur, sorry for the delay. This has now been activated.

I created a couple of web forms to include on the contact and request quote pages of a web site. The forms should create a lead and an activity. Initially they were working but somebody changed the values in one of the referenced fields (Activity.ActivityStatus). I had to go back and change the code in the form manually to reflect this. The form ...

Adam, when generating an invoice report we would like to list all the work orders associated with that invoice. So when creating an invoice from a work order that work order will be displayed on the invoice (work order number, description, date end etc...).

I am looking to edit the default invoice report so that I can include a list of related work orders as line items. The format I'm hoping for is... Invoice xyz   Line one   Line two   Line three    Work Order 1    Work Order 2    Work Order 3 Sub ...

I am amending the default 'Purchase Order' screen to allow the tax code to be changed for each line item. However I can't see where the 'Total Amount' is calculated. After entering the line items and changing the 'Amount' to reflect the new tax code I hit 'Update' and the 'Amount' is reset. Then when I ...