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Hi Guy, The HTML editor on this forum can be a little tricky. I fixed your embedded image, just had to change the URL from imgur.com/GnsQctL to i.imgur.com/GnsQctL.png. Regarding your issue, I see what you mean. Instead of adding a linked field, can you add a new field? You can add a dropdown to an existing table, and ...

Hi Sandra, Can you post a screenshot of your action to restore the Account dropdown (Enter Value into Field on Screen)? Also, please make sure that action happens at the end of the actions on the Save and New button. -Russell

Hi Robert, I've tried reproducing this on my end, however the calculated field referencing the linked field prints sucessfully in the report designer. Can you post a screenshot of the expression in your calculated field? (You can use a free image hosting site such as imgur.com) -Russell

Yes we do have pro and fieldservice. this is my screenshot of the dropdown box.

OK, I figured out that you can indeed use the API to insert invocies but there are 2 tables involved. How do I link Bill and BillLineItem tables togther when we use API for the invoice insertation? Anything else we should look out for? Thank you very much for your help.

Hi Tennnic, I've reproduced this on my end, looks like the field doesn't get refreshed. To resolve this, you can add an action to the Contact dropdown, on the Text Change event, to update the textbox on screen. Add the action at the bottom of the existing actions. Please try these settings for the action:

yes, getting the message when I click save and new. When i first log in it works once...how do i correct the line item? sandra

Hi Sandra, Are you getting that error message when Save & New is clicked, or when you try to save the next Invoice? Based on this error message, it seems that a line item is trying to be added to the invoice before the invoice is saved. The issue with this is that line items reference the RecordID of the Invoice, and that RecordID ...

Hi Paul, Is the answer above relating to the advanced inventory still in beta, and would I still need to get support to do the "Beta MSI installation"? Thanks, Nate

Thank you for helping me out on this, I must still be missing something, I tried this and I get the words "Account Number" to appear now in the new activity screen, however it does not seem to be pulling the link to the actual account number.  The only place I can actually see the actual account number is from the payment ...