Save a value in a record automatically
I would like to categorise records by adding one of two descriptions to a field depending on a field value in the parent record. The background is that I am using same child table to deal with two s...
Forum Discussion
Alternatively, you can pass down the categories as Lookup fields from the Parent; and then use formula-fields inside the child to determine which record uses which category based on other logic.
Then you have to make a form rule to translate to the field already in production.
Make a new field, make the formula, make a dynamic form rule, that needs to to translate information right away (which can't happen, you need some other action to trigger it)
vs.
Modify an already existing button.
Your needs might dictate one or the other, or you might have already solved it.
Make a new field, make the formula, make a dynamic form rule, that needs to to translate information right away (which can't happen, you need some other action to trigger it)
vs.
Modify an already existing button.
Your needs might dictate one or the other, or you might have already solved it.