Get a first look at what's coming. The Developer Passport Australia Release Preview kicks off March 12. Dive in! 

How to populate reference field in target table from parent record during Transform Map (Scoped App)

Barath P
Kilo Sage

Hi everyone,

I’m working on a requirement in a scoped application and need some guidance.

Scenario:

  • I have a custom Request table where users create a record and attach an Excel file.

  • Upon saving the record, a Data Source is triggered, which loads the Excel data into an Import Set and runs a Transform Map.

  • The Transform Map creates records in a target table.

Requirement:
In the target table, I have a reference field called request_from (which references the parent Request record).
I need this field to be automatically populated with the sys_id of the Request record from which the Excel file was uploaded.

Challenge:

  • The value is not present in the Excel file, so I cannot map it directly in the Transform Map.

  • This should only populate when the user uploads the attachment and triggers the import.

Question:
What is the best practice to pass the parent record (Request) sys_id into the Transform Map so that I can populate the request_from reference field in the target table?

Any suggestions or examples (especially for scoped applications) would be greatly appreciated.

Thanks in advance!

0 REPLIES 0