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

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方