Create relationship to new company app:

• Go to Digital Documents App

• Scroll To Work Order Table

• Go to Settings

• Relationships

• Create New Relationship

• Select from another app

• Select the new app

• Select the projects table from new app

• Projects can have multiple work orders

• Change related project field name to new company name related project Example: PF Related Project

• Create Report Link

• Create Add Work Order Button (Change Color to 276110) Check User Alternative Label Text (No Label)

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Create Fields From Project:

• Client Name

• Home Phone

• Mobile Phone

• Description

• Installation address city

• Installation address postal code

• Installation address state

• Installation address street 1

• Principal Company Info Company Name

• Store Number Text

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Update formulas for data points:

• Store Number

• Customer Name

• Home Phone

• Mobile Phone

• Customer Address

• City

• Statye

• Zip

• Assigned Installer

• Description of customer issue

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