Default RLI field based on parent Opportunity

Question

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

Dave Hodgman · Answer

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

Dave Hodgman · Answer

Is the following configuration enough for supporting the business process? https://youtu.be/2Jsp0zUnVqg

Dave Hodgman · Answer

hi Dave Hodgman 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