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Default RLI field based on parent Opportunity

Dave Hodgman

Hi all,

I have a field call Branch that exists in both the Opportunity and Revenue Line Item modules.  When an RLI record is created, I want the Branch field in that record to be set to the same value as in the parent Opportunity record, unless the user has explicitly set a value.  I thought I may be able to use a Process Definition for this but it doesn't appear to be possible.

Any suggestions much appreciated.

Dave Hodgman

  • 0

    When creating RLI from subpanel-create you need to customize the js controller SubpanelListCreateView overriding the method _addCustomFieldsToBean.

    When creating RLI from regular subpanel you just need to create an extended vardefs on Opportunities for the field revenuelineitems in order to setup the attribute 'populate_list', so you can map the source (Opportunities) and target (RLI).

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Thanks for your response Andre.  I'm an administrator but don't have the development skills or access needed to make the changes you suggested.  Hence, I was hoping to achieve the same result using a Process Definition.

  • 0 in reply to Dave Hodgman

    I'm afraid you will not be able to fully implement your requirements through BPM.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0

    hi
    have you tried using a calculated field to grab value from related opportunity by using an 'if' statement to only fetch the value if not blank maybe?

    .

    CRM Business Consultant

  • 0

    Is the following configuration enough for supporting the business process?

    https://youtu.be/2Jsp0zUnVqg

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0 in reply to Vincent Amari

    Hi Vincent,

    The users need to be able to alter the field value if the default is not appropriate, so I don't see how a calculated field could be used?

    Dave.

  • 0 in reply to Dmytro Chupylka

    Hi Dmytro,

    That is close to what I need but it would not be a practical solution as the process definition would need to cater for every possible value in the source opportunity fields (which is a sizeable set in this case).  I just need to copy whatever was entered in the opportunity field down to the RLI field if the user doesn't populate it.

    Thanks,

    Dave. 

  • 0 in reply to Dave Hodgman

    Quite easy. Catch the value from the opp.. run a 1 minute waiting event and check if the value is the same or not... a BMP with an exclusive Gateway should solve it Slight smile

    Bests

    Björn

  • 0 in reply to Dave Hodgman

    hi  
    Ah, in that case a BPM will do the trick.

    I've attached the BPM for you to import.
    I used the standard 'Next Step' text field instead of 'branch' so just change that to yours in both the 'Satrt' criteria and the 'Action' settings and all will work fine.

    Match_RLI_field_on_Opportunity_only_if_blank.zip

    Vincent

    SugarClub I can't seem to upload the bpm file,  had to Zip it to do so

    .

    CRM Business Consultant

  • 0 in reply to Vincent Amari

    Ah so close Vincent.

    I hadn't thought of triggering the process from the Opportunity record.  That looked like it might work, but I'm not able to apply the Opportunity record value to the RLI records because it is a droplist field and that cog icon is not available.  I can only select values that are in the associated drop list set.

    Dave   <-- banging head on desk!

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