Hi team,
I hope you are all doing great.
We would like to create a custom function (Button) that updates the subform values when the source module's field/s is updated/modified.
The subform is under the "Quotes" module.
- Quotes - API name of the Quotes module
- Quoted_Items - API name of the subform
Here's a screenshot of the subform. You will see here the Vendor Cost is still 303,099. But, in the source module (Rates module), the Vendor Cost is 100 (see screenshot at the bottom). The Rate Name looks up to the Rates module and then the rest will be auto-displayed.
The "Rate Name" in the subform looks up to the "Rates" module.
The lookup module is the "Rates" module. In the "Rates" module there are fields that are updated by the users. See below their API names:
- Products - API name of the "Rates" module
Fields in the "Rates" module and their API names:
Here's a screenshot of the "Rates" module:
Here's another screenshot of the fields that users update in the "Rates" module:
Please let me know if you need further details.