How to get the name of a subgrid record and assign it to field

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Posted on by Victor Onyebuchi

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Hi All,

I am trying to display or assign a field the name of the topmost subgrid record. Example, say my account Entity has a subgrid of a custom entity, how can i display the name of the latest subgrid record on field in account entity. I thought quick view would do the trick, but i was wrong. Please someone with better experience help??

Thank you

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Victor Onyebuchi 390 on at

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RE: How to get the name of a subgrid record and assign it to field

@kokulan @charles, thanks it worked.
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Kokulan 18,048 on at

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RE: How to get the name of a subgrid record and assign it to field

Hi

As Charles suggested, you can create background/real-time workflow to triger OnCreate (if you latest means last created) or trigger the workflow on ModifiedOn field change (if you latest means last modified custom entity record) and copy the value from this to account entity field.

One thing to note, when workflow copies, if you adding record from Account from subgrid, the Account form will not refresh when the workflow triggers on a child record. You will have to manually force a refresh of the form to get the value refreshed.
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Charles Abi Khirs 3,569 on at

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RE: How to get the name of a subgrid record and assign it to field

Hello,

Create a workflow that triggers on create of the entity used in the subgrid.

In the workflow add a step that update the parent account (lookup field) field to the needed value based on the custom entity name.