Hi All,
I want to inherit the account address in contact entity when client select particular account name in lookup field present on contact entity.
How can i achieve it.
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Abhijit,
If you create the contact from account context such as subgrid or associated view then it can be done using mapping.
But your example mentioned about you create new contact then choose the lookup column which mapping wont work.
I can give you some approaches here:
1. You can use odata to retrieve the address fields from the selected account then copy to the address fields in your new contact.
This must be done using javascript plus odata and register your script in the form and trigger during account lookup field on changed
2. Create a workflow or plugin register during creating and once there is any changes in the account lookup. It is easier but you have to register it using plugin reg tool register the event and message also plus it can be called only after server side transactions meaning you cant get it before you save.
3. Use the quick view form
Creatw new account quick view form then put the address fields inside and then place it into the contact form.
You can use the combination of the plugin so when users change the account lookup, quick view form will appear with new address field based on the selected account.
After that you can run the plugin backend.
So user can see the info up to date using quick view form while in your backend you actually save it using plugin or workflow for the sake of easier way.
Hope this helps.
Thanks!
hello Abhijit
I hope you make relations between this two . If not making it is the solution and then make relation between fields of these two entitiese.
hope helps,
Hoda Mousavi
Abhijit,
Refer the following instructions from the below mentioned link:-
Hope this helps.
Regards,
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
probably you can use a workflow , kindly look for such logic.
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