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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

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    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 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. 

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  • 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. 

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