lunedì 7 maggio 2012 14:14
Could anyone point me in the right direction for my question.
Basically on my 'Account' Form I have a 'Contact' lookup field. When I choose the lookup and select a record, I also want it to pull over a couple text fields (Job Title, Phone Number) to be displayed next to the chosen lookup. Is this as easy as a out of the box mapping option, or would this require jscript on the OnLoad page?
I just needed confirmation before I started writing
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lunedì 7 maggio 2012 14:22Moderatore
Entity relationship field mapping is triggered only when you create a new related record from the associated grid screen of the primary record. In your example, this means when creating a contact from the associated contact's grid on the account form. It will not be triggered when you use a lookup to set the primary record for a related record, so to meet your requirement you will need to use an alternative method.
There are two approaches:
- Write a plugin that will retrieve the values from the primary record and populate similar fields on the related record.
Hope that helps. Neil
- Contrassegnato come risposta Mitchell2012 lunedì 7 maggio 2012 14:32