Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.

Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.

So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client.

One Client can have many Client Meetings.

On the client's page, we store many details like the discount rate applied to the client.

What we're trying to do is that when we create a Client Meeting, and we select a "Client" from the look-up field, that it should automatically fetch various possible details from that "Client" record, and prefill certain things in the "Client Meeting" form accordingly.

We're trying to accomplish this using a "On Change" Client Script, but it doesn't work when a new meeting is directly triggered from the client's page.