Need to add Engagement in Parent field of Evidence Request.

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01-09-2024 08:05 AM
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.
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01-10-2024 06:12 AM
Hi @Aaron Duncan ,
Glad i could help you!!
for the later question, it's the pop-up configuration which doesn't have Engagement field , it's by design.
not an issue.