Modify the New UI Action on Related List to Pull Parent Value into Child Task

[richelle_pivec]

I would like to modify the Out of the Box UI Action for New on a related Child Task List. In this case it is a Demand Task table that I have extended off of the Demand Table. The "New" UI Action I enabled from the List Control was the Default New. I have since created one for the u_demand_task table so that I am only updating that "New" UI Action on this related list.

My ultimate objective is that every time I use the New button the Short Description from the Parent populates the Short Description on the Child Task. Perhaps there is a better way to do this rather than modifying the UI Action? One option I thought of was a Dictionary override on the Short Description field on the Child Task for the Short Description field, but I have no idea what code to put in there.

Any thoughts on how I can easily make this the default value? I don't want it to "stick," so I can't use an on-load business rule that would always over-ride whatever someone wrote in there. I just want it to be their starting point.

Thanks,

Richelle

[Daniele Songini]

Hi Richelle,

Only the field which refers to the parent table will be auto-populated.
if you want to populate some other field then some manipulation has to be done.

One thing you can do is have onLoad client script and since you already have a reference field to parent, using g_form.getReference() with callback you can auto-populate that.

if you use br and client scripts, make sure that they are executed only if you are creating a new record with the function isNewRecord().

Please mark this as "Correct Answer" if I have given you a sufficient answer to your question.

Best Regards,
Daniele

[Chuck Tomasi · Accepted solution]

I recommend doing this WITHOUT any code using a display business rule. See the images below on how I did this with the incident task table to pull the short description from the parent incident.

No code solutions are easier to build and maintain. When given a choice between a coded solution and non-code, take the non-code every time. 🙂

The trick is to use the Advanced checkbox.

Set When to Display

Condition: Short description | is | empty

Set your fields values to: Short description | same as | Incident.short description

[Divya Rajasekar]

Hi Chuck,

I did the same for change task records on the below screenshot it shows empty but when i open the records it shows the value How to fix this so that it displays here too

[richelle_pivec]

Thanks Chuck,

That worked like a charm,

Richelle