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Mapping address fields: Client to Quote Relationship

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Posted on by Jacob Klein

Hi again,

I'm having trouble properly configuring the relationship between Client and Quote. Each time the new Quote is created and the Client name is entered, I'd like the address fields to fill in automatically from the Client record. I use the default 1:N relationship (Parent:Client to Quote) and every field seems to be mapped properly there, but whenever I enter the Client name in Quote form, it doesn't affect the address fields.

Could you please help me find out what's wrong with the mapping? Thanks in advance for your suggestions.

Categories:

Accounts or Contacts

Quotes / Orders / Invoices

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Jacob Klein 27 on at

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RE: Mapping address fields: Client to Quote Relationship

Thanks again for your support. It worked.
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Leah Ju Microsoft Employee on at

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RE: Mapping address fields: Client to Quote Relationship

Hi Jacob,

There is nothing wrong with mapping, it just has its own limitations:

1) Data Mapping will populate the mapped fields automatically if the child record is created from the parent form.

2) However, additional logic (Workflow, other) will be needed in order to populate the child’s fields if the child record is created directly as a new record.

Here are the steps to create a workflow.

1) Go Settings > process to create one real-time workflow on the Quote entity:

2)Trigger--creation and fields change

3)Condition--check if the client lookup field is filled

4)Update record:

5) Save and Active.