Add Subform Field based on Record Field
Hi All,
I am struggling with finding a solution that can populate a subform field based on an existing field on the record.
Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include the products. What I would like is a line item added to the products in the subform called Exchange Rate that is populated by the main record field Current Exchange Rate. Each time I add a product the exchange rate is automatically added (and referenced from the custom field on the record).
note* I am aware of the multi-currency feature on Zoho CRM however this needs to be set on each record at the time and not change as it does using the Company settings > currency.
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Topic Participants
Stephen Uprichard
Sunderjan Siddharth
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