Hi.
Consider this scenario. I have a Budget entity which is linked to different budget allocations. i.e for each budget, multiple allocations can be created. Each allocation is linked to a category and the category is a lookup on the budget allocation entity.
On the budget record, users can also create payment records. Each payment record created must be linked to a budget and be linked to a corresponding category.
On creation of a payment record, it is possible to fetch the budget allocation that is matches the payment with the similar category and link the 2 together using no code.
i.e
When payment is created against a budget
Get budget allocation that contains category similar to category on payment.
Populate budget allocation lookup category with returned value.
Thanks