Set reference field for parent record when creating a new record from a related list

Marcel H_
Tera Guru

Ok, so I have something that it feels like it should be pretty easy and I feel like I've done it before, but just can't seem to figure it out.

I have extended the Contracts table (ast_contract) to create a new type called Change Orders (u_change_orders). I'm able to add a related list to the Contract form, and clicking New from the related list allows me to create a new Change Order that relates back to the Contract with no issues. What I would like to do though is have a reference field on Change Orders (u_contract) that is automatically filled in with the parent Contract when creating a new Change Order.

I've looked at other similar tables for Contract, specifically Contract Rate Card (fm_contract_rate_card) that does exactly this, but I don't see where this is being set. I'm very sure that I'm just missing something simple since the parent reference is already being made, I just want that to also populate this field on the custom table.

Any help is appreciated, thanks!

1 ACCEPTED SOLUTION

Marcel H_
Tera Guru

Wow.... never mind, there was an OOB Parent Contract field on the table that I missed that is doing exactly what I wanted. I think it's time for a nap or something haha.

View solution in original post

7 REPLIES 7

TRY ON sys_relationship.

Create a relationship if required.

hope this helps

Marcel H_
Tera Guru

Wow.... never mind, there was an OOB Parent Contract field on the table that I missed that is doing exactly what I wanted. I think it's time for a nap or something haha.

You have an interesting choice of the answer, which you mark as the "solution" of your problem ("Mark as Correct Answer"). It looks like a mockery. If you would continue to mark only your own answers with "Wow" and "Haha" as the correct answer, then you could receive only such kind of answers on your later questions.