Prepopulating Fields

Prepopulating Fields

Hello,

 

I have a form (Assets) with 2 lookup fields:

  1. Client (from Clients)
  2. Site (from Client Sites)

 

I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client.

  1.               must have Client_Site

                  (

                                 type = picklist   

                                 displayname = "Client Site"

                                 values  = sites[Customer_Name == input.Customer].ID

                  bidirectional = Site_Assets

                  displayformat = [Site_Name]

                                 sortorder = ascending

                               row = 1

                               column = 1  

                                 width = medium

                  )

 

 

This change works fine when I open the ASSET form and select a client from the dropdown list.

The Sites then gets filtered by the client's ID:



The form was also added to the Client's detail view and the Site's detail view as related block.


I would like to add the following functionality when adding a new asset from the client's detail view or the site's detail view:


  1. When opening the Asset form from within a client’s detail view, I would like the sites dropdown to be filtered to show the sites associated with the client (currently it shows no sites because of the code I added in deluge):



2. When adding an asset from the site's detail view, I would like to prepopulate the client's ID in the asset with the same client ID from the site. 



It looks like the Asset form, when opened from a detail view (rather than from the menu) is being customized on the fly but I can't seem to find the code. I hope this is not hard-coded functionality in Creator.

​Any help would be greatly appreciated

Thanks,

Eyal. K

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