we need to create dynamic table on project table and this table will have values from cost plans.
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06-25-2024 03:51 AM
we need to create dynamic table on project table and this table will have values from cost plans. costplan are the attached to project as a related list and costplan having parent as project value which is reference field.
for showing table on project form we are using HTML type field. kindly help me to create the dynamic table (see screenshot) on this html field . column will contain years based on costplan year. row will contain costplan types. kindly help me with this.
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06-25-2024 03:21 PM
Hi, based on your post I would suggest an after BR on your costplan table (or the table that relates costplan to project). When a a costplan is related to a project or a costplan <> project relationship is created\updated\deleted, then create your HTML doc in script lookup your project using gliderecord and update the project saving the HTNL doc to the relevant html field of your project. You may also need to trigger a similar process when\if the content of the cost plan is changed.