Please help! Can not mapping one lookup field from quick create quote subgird to quote form.

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Posted on by jasonwilliamszhou

The issue is when you go to an existing account, go to relate quote, and quick create a new quote from there, the customer account field does not populate to the main quote form. Please let me know how to solve this problem. Thanks!

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jasonwilliamszhou 15 on at

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RE: Please help! Can not mapping one lookup field from quick create quote subgird to quote form.

That is not the reason causing the issue. Saved the parent form, and when you open the quote form, all other fields are populated except the account name.
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Kenneth Ariel Chave... on at

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RE: Please help! Can not mapping one lookup field from quick create quote subgird to quote form.

Hi,

Make sure you are saving the parent form before creating the child record. Do not assumed that the auto save feature is working and saving your changes.

That is probably causing the issue.

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