Update Subform when Lookup Module is updated

Update Subform when Lookup Module is updated

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:
  • Vendor_Cost
  • Sell_Price


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.


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

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

                            Zoho CRM コンテンツ




                              ご検討中の方