Forum Discussion

DavidBerndt's avatar
DavidBerndt
Qrew Cadet
9 years ago

Auto fill lookup field during creation from child (details) table

Self profess as a newbie. I have a relationship between to tables (person to call) and there is a text field on the parent that is defined as a lookup. If I add a call from the person record all is ...
DavidBerndt's avatar
DavidBerndt
Qrew Cadet
9 years ago
Actually kind of in between. I am ok with the selection from the drop down but what I need is then when they select, the lookup field would immediately populate. RIght now, it only seems to populate when I click on save and they need to see the information while they are on the call record. So the flow looks lik

1) From a main screen menu click to "Add Call"
2) Select person ID from drop down
3) "Doc on file" lookup field gets populated Y/N from the person record into the associated lookup field on the call record