Need to add Engagement in Parent field of Evidence Request.

[Aaron Duncan]

I have a requirement where on the Engagement Form, there is a related list meant to show all Evidence Requests (EVR records). From what I can tell, I need to add the Engagment number as the parent on the EVR record when it is created. 

I've tried to add the Engagement number in the modal that pops up when clicking New on the related list, but it's not passing the data. 

[Community Alums]

Hi @Aaron Duncan ,

On the Evidence Request form, you can do configure> form Layout and add Engagement:

[Aaron Duncan]

In my instances, I see Engagement -> Parent related list, but it's not auto populated with the Engagement. Is there something I'm missing?

[Community Alums]

Hi @Aaron Duncan ,

If you are requesting evidence from these sources, navigate to Audit > Engagements > My Engagements. Open the engagement record, and select the related list from which you want to request evidence. From the Action on selected rows list, select Request Evidence.

Then you can see "Engagement" getting auto populated.

But if you are doing Navigate to All > Audit > Evidence Request ,

then you have to manually add the engagement.

[Aaron Duncan]

Thank you, that solved that issue. Do you know about automatically setting the Parent when clicking new from the Evidence, not Evidence Request tab?

It creates this popup, but doesn't carry the Engagement number to the parent field which I think is odd.