how to do the following:
1- Create an expense form with an approval process flow.
2- once it is approved the expense is assigned to a project that is added already in the projects list.
3- in the expense request form it should show the available budget in the project.
4- the available budget in the project is always dynamic as there is always income ad current summed expenses.
FIRST THE MAIN QUESTION IS HOW TO LINK AN EXPENSE TO A PROJECT IN THE PROJECTS LIST
Hi,
Regarding link and load, please refer to this article:Link & load.
Ragic support several ways of linking relationship, you could see it here, Linking sheets together.
If it can’t meet you expectation, would you mind sharing more information with us such as screenshots to sheet examples and some elaboration. Or you could send a support ticket via “Need Help” and provide us the sheet URL and grand Ragic Support access to your database, so that we could have a closer look.