Thanks for your reply Peter.
The goal is to link an Issue item with a Sales Order and show an editable field in both the Issue item and the Sales Order.
This ideal process would be implemented when a specific Issue item requests us to create a Sales Order and the sub-type would be assigned appropriately (e.g. Order Sub-Type=Disconnect Service). The staff member be editing an Issue and would link it via a button or dynamic field that shows the current sales orders and a link to create a new one.
Our workflow is such currently:
- We receive an email and it is piped to “Issues” list.
- One of our staff notes it is related to a request/disconnection which means a Sales Order needs to be raised with an appropriate order sub type E.g. ‘Disconnect Service’
- The Sales Order is then raised in a new tab/window and we copy/paste the issue-URL-link into the notes field (currently) and then update the Issue with a link to the Sales Order.
Hope this makes sense.