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Claris Engage 2025 - March 25-26 Austin Texas ×

Autofill from previous related record


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Posted

I am trying to auto-populate a field in a new record using the value of that field from the previous related record. This field uses a value list from a related table. I also require that I can change the value in the new record without changing the value in related records. The "Value from last visited record" option will not work because, often, the last visited record is not a related record and the field auto-populates with the wrong value.

Let me know if I need to clarify or elaborate.

Thanks for the help.

Posted

.. Well this is the first method that comes to my mind but it has a few drawbacks.

1) You cannot use portal based sorting - all sorting has to be done via relationship

2) The field will only fill if left empty

... For the second one, I've tried to add a sort of work around script.

It's not great, but might give someone else an idea when helping you.

This topic is 6268 days old. Please don't post here. Open a new topic instead.

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