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Field in related record

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  • Field in related record

    Is it possible, in the case of creating a related record in the lower panels, to ensure that some fields of the record are already pre-populated? What should be set in the formula?

  • #2
    get the ids of the related records and check them or update them with record\update()

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    • #3
      Originally posted by tothewine View Post
      Is it possible, in the case of creating a related record in the lower panels, to ensure that some fields of the record are already pre-populated? What should be set in the formula?
      Formula won't pre-populate the fields, it will set them when the record is saved. However if you mean to pre-populate the fields of the related record with some values from the parent entity then yes, you can do it in the clientDefs / relationship of the parent entity. Below is the code example between the account and contact when a new contact is created it will pre-populate the address from the account address

      PHP Code:
      "contacts": {
                  
      "createAttributeMap": {
                      
      "billingAddressCity""addressCity",
                      
      "billingAddressStreet""addressStreet",
                      
      "billingAddressPostalCode""addressPostalCode",
                      
      "billingAddressState""addressState",
                      
      "billingAddressCountry""addressCountry",
                      
      "id""accountId",
                      
      "name""accountName"
                  
      }

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