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Auto-fill data in related table when a record is created


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I have a table (table1) that is related to another table (table2) by its key. When a record is created in table1, a new record is created in table2. This is defined by their relationship.

 

I want the new record in table2 to have some checkbox fields auto-populated.I have tried using the auto-fill option for the specified fields in the related table, but it is not working. The only thing that seems to work is a script with some "Set Field" calls to those fields, but I have only found an "onRecordCommit" script trigger to run this, and I need to to run as soon as the record is created. Is there a better way to do this?

 

Thanks.

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Auto-entry should work unless you have a reference to something that it cant grab the value for. What is your auto-entry calc?

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Auto-entry should work unless you have a reference to something that it cant grab the value for. What is your auto-entry calc?

I am just entering data, not a calculation. Right now, as a test, I am just auto-filling with "1"

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A child record will not be created automatically just by creating a new parent record unless in the script you can make it create a new child by setting a value in the child.

 

See attached.

child_create.zip

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A child record will not be created automatically just by creating a new parent record unless in the script you can make it create a new child by setting a value in the child.

 

See attached.

But how would this script you reference be called? I want it to only happen when a record is created, and there is no "OnRecordCreate" script trigger.

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Did you see the script? It would be called on Record commit for the parent layout, and only create one when there are no child records.


Furthermore, I still question why you are trying to do this...

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Did you see the script? It would be called on Record commit for the parent layout, and only create one when there are no child records.

Furthermore, I still question why you are trying to do this...

No, I couldn't see the script because the file was read-only and I couldn't look in the script manager.

Could you type the script out here?

 

I think I understand what I need to do, but I can't figure out how to check if a matching related record exists. Also, if I modify a field in the related table with a key that does not yet exist, will that create a record with that key?

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Oh, duh. I am sorry, I was in a hurry yesterday and accidently clicked open the compressed folder to the file. DX

 

Thank you, mr_vodka, that script worked! While it does only work after a commit, and I'd prefer it to run as soon as a record is created, it should still be fine. Thanks!

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