More than 1 Form on + Sign on Subgrid

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Posted on by PS10

Hi,

Entity Customer

Entity Organisation

Entity EDD

Relationship of Customer and Organisation with EDD is 1:N

Requirement: 1) Open Customer record and using the subgrid + button, create a related EDD record with only Customer field on the form

2) Open organisation record and using the subgrid + button create a related EDD record with only Organisation field on the form

So far i have created the form on the + button of the subgrid but issue is how to hide and display these fields being mandatory as and when created from the parent records?

I cant show organisation being mandatory or even being visible on EDD form when creating a record from Customer and vice-versa.

I hope i am making sense here.

Please help.

Thanks,

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Answers (1)

PS10 8 on at

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RE: More than 1 Form on + Sign on Subgrid

Hi Marco,

Many Thanks, your logic did work.

Thanks,

PS
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Marco.P 2,405 on at

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RE: More than 1 Form on + Sign on Subgrid

Hi PS10,

try this:

enable EED for quick create. On quick create Form of EDD make those lookup field to Customer and Organization not mandatory. Save and publish. Then add a Business rule on EDD entiy and check if Customer contains data then hide field Organisation and viceversa.

I have just tried it in my environment, and this do the trick.

Hope it helps,

Marco

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