In Appointment entity I have a relation ship with Customer Application "One Customer application TO many appointments". When a user add cusotmer application from appointment via Quick Create form I want to pre-populate Customer lookup field from appointment yo Customer.
I dont want to use local storage for that and I think its not possible via relationship mappings either.
Hi Furqan,
Both are available.
If you want to keep it simple, workflow is a good choice.
Create one workflow on Appointment entity, start when record is created or record field(customer application lookup) change.
Add conditions to check if the customer application query and customer query fields have values.
Update customer application record with value from appointment.
can we achieve it with Javascript ? or a workflow on load ?
Hi Furqan,
One Customer application to many appointments, so Appointment and Customer Application have N:1 relationship, you want to get value from child records to populate parent record.
Relationship mapping is really not feasible, and you mentioned that you don't want to use local storage.
From your screenshot, Customer lookup is not required on the quick create form, so you can create Customer Application without populating customer lookup firstly.
Then you can use workflow/flow to populate it automatically after saving the customer application record
Because that customer application lookup on appointment will be populated after saving the customer application record, then you can update the record.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (