Carrying a field over to a new reference record

[Andrew Balleto]

I have a reference field on the incident table. When opening the reference list from the incident table, I have it setup to filter only records that match the Caller ID on the incident table.

When the new record button is clicked and the New Record form loads I would like it to autopopulate the Caller ID to match what was on the incident. 

What is the best way to set that up?

[Jaspal Singh]

Hi Andrew,

You can use g_scratchpad & combination of Client Script to get it worked.

[Andrew Balleto]

Ive tried that, but dont think its going to work.

The trouble I am running into is this refence list is displayed in a popup window from the lookup function. And I noticed it does not filter based on any inserted query values , but by the last lookup reference, in this case the caller_id. 

Right now I am trying to find a way to insert that caller_id into the href so I can call it that way. But having trouble.
I wish I could just get the lookup function to act like a related list, as that does insert the caller_id for a new record. But I need it to work for this reference field to make sure our staff doesn't have to manually enter in the caller and prevent mishaps.

[hadyndickso]

Same issue here. Did you ever solve it?