Change one Entities Enum value from another screen (Entity).

[rmorgan]

I have an entity name = CStudentApplication. One of the fields is a Enum called callingCampaignOutcome.



When the user views the Student Application then can log calls via rthe History part of the screen


I want the value of callingCampaignOutcome to be shown in the call window and I would like to add the same enum and for the operator to be able to change the value in this window so they dont have to go back and change in the main window -



When the operator saves the call I would like the new value to be reflected back in the main student application window.

Can this be done? If so what are the steps involved as I would need to bring the current value into the form and save it afterwards?

As a minor curveball the Call entity has other parents so I only want the calling campaign to be displayed if the recipient (parent) is a Student Application as other parents will not have calling campaigns

I hope that makes some sense!

I am using Version 9.1.8 running on ubuntu.

[victor]

As far as I understand, you want to select a specific value in the callingCampaignOutcome field when creating a Call (you can create and edit it). After that, the data of the callingCampaignOutcome field from the Call entity should be copied to the similar Enum field for the CStudentApplication entity.

The following solution requires the Advanced Pack extension:

1. Create a Workflow for the Call entity with the Trigger Type you need. For example, "After record created or updated".
2. In Conditions Parent type must equals CStudentApplication.
3. In Actions -> Update Related Record -> Parent -> CStudentApplication select the similar field from the CStudentApplication entity, which is the Parent (screenshot 1).