Auto Populating a Related field for it to match the Related field on parent record

Hi All,

I am currently attempting to auto populate a related field on a newly created record, so that it matches the value in the field on the parent record.

The scenario is within Opportunities I have a field created via a one to many relationship on a custom module. When I then create a quote from the sub panel, I am trying to get this value to also pull through to the same kind of field (One to Many) on the quote record to match that of the opportunity.

I have found a few articles but haven't found anything that is around auto-populating a relate field that is created via a One to Many relationship.

Any help would be appreciated.

Thanks

0 Francesca Shiekh 1 month ago

You should be able to use a formula in studio using the "related" operator, see if this helps:

support.sugarcrm.com/.../
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0 Adam Crowson 1 month ago in reply to Francesca Shiekh

As the field is the relate field created as the outcome of a One to Many relationship (Custom Module to Opportunity Module) for both the Quotes module and the Opportunities Module, I don't have the option to use a formula in studio

From my understanding what I have read I would also be unable to use populate_list as it is a relationship that needs creating rather than just populating a field, so trying to find what other ways this could be achieved.

Sorry I think my original post was unclear.
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0 Tony Romano 1 month ago in reply to Adam Crowson

I believe you'll need a Logic Hook developed to achieve this.
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0 Francesca Shiekh 1 month ago in reply to Adam Crowson

My mistake, sorry.
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