Updating Parent Record in Woodford

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Posted on by John Holmes

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Hi,

I am trying to configure a form rule that will allow me to show an option set from a Parent Record on a child record and allow me to update in certain circumstances.

E.g. Option A is selected on the Parent so when I open the Child form I want the Field on the Child form to show Option A but allow me to change it to Option B then on Save update the Parent. (hope that makes sense)

I have created an entity shared variable for the parent and put the field that I want to update on the form - so the option set is now available on my Child record. Although it it not showing the current value from the parent and I can't update the parent by selecting a value.

Can anyone help?

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Web and mobile experience

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Verified answer

Thomas David Dayman 11,323 on at

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At this time you can only update another record in JavaScript, meaning that you can only update the record your on in form rules.

If you need a value to pass down from a parent record, you can create a field mapping in Dynamics and whatever value you choose on parent will pass down to the child. (You need to make sure that the option is enabled in the global Woodford settings)

This is all due to this all working offline. You can obviously use workflows but that would require syncs and internet connection