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

Adam Crowson

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

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  • 0 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.