Jcook,
Thank you for your reply. I am not 100% sure how to set up relationships between columns of different tables. I believe it involves a setting a lookup column in one table and selecting another table. That said, I'm not really sure what to do from there.
Can you clarify what you mean by "[using] a read-only form (set at the dataverse form) that has all the fields from the steps"? I take it to mean that I create a new table with lookup columns associated with the other tables, create a form referencing the lookup columns, then add that new form as a 6th step to the multistep form, and set the new step to read-only in the Step Settings (please let me know if I'm off-base here).
I see in the Dataverse table that there is a "Views" option. However, I am not certain if this is the "quick view" you're describing. Basically, I'm still very new at this and kind of got thrown in the deep end at my new job, so I don't have a lot of foundational knowledge. I really apologize, but I think I need a bit more detailed explanation.
