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

• Topic Participants

• Eyal Kattan

  

• Sean Clark

  

• Damien Cregan

  

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