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Prefill the "Parent" item when creating a new entity from its parent form

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  • Prefill the "Parent" item when creating a new entity from its parent form

    Hi,
    it is a bit hard to explain clearly.

    EntityA is linked to EntityB through One-To-Many.
    EntityA provides a field within the Detailed form to allow user to choose multiple EntityB.
    EntityB's details display which EntityA it is related to.

    As a result, when a user wants to link a new EntityB to EntityA :
    1. User clicks on the field in EntityA's form
    2. EntityB does not exist yet in the side panel's list
    3. User clicks on "Create"
    4. User fills the form for creating EntityB


    Would it be possible to make the field "Parent EntityA" of this creation form either hidden, uneditable, or at least pre-filled with the current EntityA opened in the main page ?

    I understand it is not possible when EntityA is being created, since it is not yet in the database. But what if the user is currently updating an existing EntityA?

    Thanks.
    Cheers,

  • #2
    Hi,
    It is possible to achieve by writing a custom view https://docs.espocrm.com/development/custom-views/.

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