Difficulty in dot-walking parent fields on form layout

Dee S · ‎03-30-2023

I've a table in which there is one field called 'Parent' which is reference to Task table. 'Parent' field holds Case Number.

Requirement is to get all Case details on the form. I thought I can achieve this by dot-walking through Parent field but all I can see are Task fields not Case fields as Reference is Task.

But when I tried to configure List Layout it is possible to get Case Details.

Please help me to get Case Details on form.

Dee S · ‎07-03-2024

Update:

Case table parent is 'Task' that is why dot-walking is not showing Case fields. Hence new field has been created for Case.

View solution in original post

BharathChintala · ‎03-31-2023

@Dee S

that will be easy

click parent type case select case+ then you will see case fields

basically task is parent table for all and when you select parent it will show you fields from task table so you have to define which table record is there in parent. So, select as case+ then system will know parent is case in current scenario.

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

Dee S · ‎03-31-2023

Hi @BharathChintala ,

As I mentioned in the Question Dot-walking is working from List Layout but I tried to configure my form from Configure >> Form Layout, I'm not able to dot-walk

BharathChintala · ‎03-31-2023

@Dee S

that is also easy

once you click parent it will give you all fields from all tables search for Case table.

Can you tell me the field you are looking is custom field in case or OOB field?

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

Dee S · ‎03-31-2023

I am looking for custom. (Tokyo Edition)