Set field value on service offering as the field value on

Kieran3
Tera Contributor

Hi all,

I'm looking for some advice/help on the following. I'm looking to add a field on the service offerings table called 'Product description' and I would like this to display the description from related product. I've looked at using a reference field type but I was only able to display the related product name, not the description.

Is it possible to create this relation and if so, how should I go about it?

Thanks in advance

1 ACCEPTED SOLUTION

Hi,

Sounds good. Just know that the label change would be platform wide and anywhere else the Product Model Description field would show would now also have this label change (which -- honestly, should be fine considering this whole thing is about the "Product" model table anyway).

I didn't suggest that because of it being a platform wide change, but if you're fine with it, then good to go!

For future readers, it's good to know the approach and the potential impact.

Please mark reply as Helpful, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

View solution in original post

3 REPLIES 3

Allen Andreas
Administrator
Administrator

Hello,

By related product, do you mean what is listed on the Service Offering in the Model ID field? Either way, whatever reference field contains that relationship, you should be able to dot-walk to it's respective description field in form layout...example:

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find_real_file.png

So the above is a non-custom field solution...

If you desperately need the field to have a label of "Product description" and you want to create the custom field, then you'd want to create the field as you need, then use an after business rule on the service offering table IF the model id changes AND the model id isn't empty to then grab the description from that model id and place it in your Product description field.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Thank you for your help! That was a lot simpler than I had been trying to do. I used the non-custom field solution and simply changed the label to "Product description" so it meets my requirements. Thanks again for your help!

Hi,

Sounds good. Just know that the label change would be platform wide and anywhere else the Product Model Description field would show would now also have this label change (which -- honestly, should be fine considering this whole thing is about the "Product" model table anyway).

I didn't suggest that because of it being a platform wide change, but if you're fine with it, then good to go!

For future readers, it's good to know the approach and the potential impact.

Please mark reply as Helpful, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!