Create relation: parent field

[manuel7b]

Hi,

I have this scenario:

- from a Meeting I press '+' on Tasks relationship panel
- from the quick form I switch to the full form
- I am now presented with the Task details

Is there a way to pre-set the Parent field (in Details) in Tasks to the same value the Parent field in Meeting has?


Thank you

[manuel7b]

I noticed the desired behaviour works when I press '+' from a side panel, instead of a relationship panel.

Any hint on how to have it working on a relationship panel?

Thank you

[tanya]

Hello
If parent always has to be the same as in meeting, the easiest way is to set it in formula

[manuel7b]

Actually, Task parent needs to be Meeting, not Account. I fixed it in "client/src/views/detail.js" with:

var clonedAttributes = this.model.getClonedAttributes();
attributes['parentId'] = clonedAttributes['id'];
attributes['parentType'] = this.scope;
attributes['parentName'] = clonedAttributes['name']; 

Before opening the edit form.

Thanks!

[tanya]

I hope you understand, that with changing core files you change the logic for whole system, and .. after some upgrade you could lose you modification, if this file was changed in a new version.

[manuel7b]

Sure, I understand. Actually, we have our own fork of Espo and we work on that, keeping it synced with your releases.