Connecting fields from custom entity to Case entity

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Posted on by TonyaStephenson

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I have a field on the case form referring back to a custom entity (Serial Number). The Serial Number field on the case form is an associated lookup to the account. So far so so good. However, I also have a Date field that's associated to the Serial Number that gets populated in the Serial number field.

Account>Associated Serial Number>Date field from associated serial number.

How do I get the DATE field from the Associated Serial Number to populate? Since it's not a direct Account>Date field, I can't map it that way. My assumption is it's a jscript function, but I'm not really clear on how to do this.

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LuHao 40,892 on at

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Hi partner,

Could you provide a screenshot of each field?

This will help us understand your problem better.

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TonyaStephenson 117 on at

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Serial Number Entity:

Date SAT field = Date Field

Case Entity:

Serial number is associated to the Customer.

Date SAT field

I would like the Date SAT from the associated Serial Number to populate.

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amb2000 1,385 on at

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Is there a reason that the "Date SAT" field needs to be populated. In essence, this is redundant data. Have you looked into using a simple Quick View Form embedded on form? This would display just the "Date SAT" from the associated record.

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LuHao 40,892 on at

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Hi Tonya,

Is your demand like this?

Associate to the Serial Number entity record through the ‘Serial number’ field of the Case form, then fill the ‘Date SAT’ field of the Case form with the ‘Date SAT’ field of the Serial Number entity record.

If this is the case, this is not possible.

Because the relationship between the account entity and the Serial Number entity is 1:N, there will be multiple Serial Number records corresponding to one account.

We selected this account in the Case form, but since it has multiple related Serial Number entity records, it is not possible to select the ‘Date SAT’ field in one record.

If I misunderstand your needs, please correct me.

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