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Hello community,
I have a requirement to populate a help link next to a lookup filed on a form.
I have two tables named Project Type and Project.
A help URL is saved in the Project Type table against each project type.
When a user selects a project type in the project form, it should populate the Help URL as below.
If the project type changed, the link should be updated before saving the record.
How can I achieve this?
Many thanks in advance.
Hi Venkata,
What app you are using in CRM?
Based on your description, you need get one field value(Help URL) from parent entity(Project Type) based on one lookup field(ProjectType), then show it on the form of child entity(Project), Right?
If so, you can add quick create form control on the form of Project, create one quick create form and only add URL field into it:
Or you can create one new url field on the project entity, and make it field type is Calculated, then you can update URL based on lookup field(Project type) easily.
Test:
You mentioned that the link should be updated before saving the record, quick create form control can achieve it, calculated field must be updated after saving records.
Or you can create simple url field, then use real-time workflow or javascript to update it immediately when change lookup field.
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