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

richelle_pivec
Mega Guru

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

1 ACCEPTED SOLUTION

Chuck Tomasi
Tera Patron

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

find_real_file.png

 

find_real_file.png

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5 REPLIES 5

John Spencer
Tera Contributor

Thanks Chuck!!  -- 5 years later!!  Used this technique --- Saved time and effort!!