Configure New button in Related List

[Tom Lapkowicz]

Hello.  On our Story table, there is a Related List to Scrum Tasks.  When clicking New button in the Related List it creates a Scrum Task but the Parent field does not auto-populate.  How would I configure the New button to auto-populate the Parent field with the Story number?

Using the attached examples, this is the Related List on STRY0485628 (short description: Test Story).  When clicking on New it creates STSK0035589 with a blank Parent value but I would want the Parent value to auto-populate to STRY0485628.

[Voona Rohila · Accepted solution]

Hi @Tom Lapkowicz 

When you click on new, the filter that is available under related list - only those values will be set automatically.

In this case, the filter is 'Story = test story' and I can see in your form that story value is set.

[Tom Lapkowicz]

@Voona Rohila  - thank you for the info.  Is there a way that I can change the filter to Number = [Story Number] (so in this case that would be Number = STRY0485628)?

[Voona Rohila]

The relation between the story and story task is Story field on Story task form.(I would suggest you maintain that relationship)

If you need more fields to be populated then maybe write a client script to populate it based on story value.