Prefill DD field from related record during record create

For example, we want to prefill a custom field on the Opportunities record with the property of the similar field on the related Accounts record.

We could achieve the same end result using an after_save logic hook but would prefer the flexibility of allowing the user to change the default value during record creation.

We have used the Calculated Value method for non DD field types, but that is not available for DD field types. We also want to store the DD key in the database record rather than the DD label, so want to avoid using an other custom field (eg create a text field and fill it with the label value)

Thanks

Neil

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0 André Lopes over 5 years ago

Hi Neil Conacher
If you want to copy fields from Account to create Opportunity on selecting the Account, then you need to create an extended vardefs in the Opportunities module in order to setup the populate_list in the field account_name. Take a look at modules/Products/vardefs.php (field product_template_name) for reference.
If you want to automatically copy fields on creating Opportunity from subpanel under Accounts then you need to create an extended vardefs for Accounts and setup the same populate_list in the field opportunities.
Regards

André Lopes
Lampada Global

Skype: andre.lampada
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0 Neil Conacher over 5 years ago in reply to André Lopes

Hi André Lopes
Thanks for your prompt reply. I'll take a look at that and let you know how I get on
Neil
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0 Neil Conacher over 5 years ago in reply to André Lopes

Hi André Lopes
Thanks for your prompt reply. I'll take a look at that and let you know how I get on
Neil
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