How to autopopulate a field value based on same field value present on a different table ?

1_DipikaD
Kilo Sage

Hi All,

 

I want to  auto populate a field value based on same field value present on a different table. As shown in the below picture Pentest finding records are linked to Pentest project record . We create Pentest finding records clicking on NEW button on related list of Pentest project record . I want to auto populate the field value of project name field on Pentest finding record at the time while clicking on New button. I  can't find any UI action exists for this . But when I click on ' i ' button besides the Project name (Reference field) field on Pentest finding  form , it redirects to that Pentest project record . Could you please suggest how to approach this ? Please let me know if you need more info .  

 

1_DipikaD_1-1757679484100.png

 

1_DipikaD_0-1757679047598.png

 

Thank You

11 REPLIES 11

@Ankur Bawiskar  No it's not populating .

@Ankur Bawiskar  Below ss taken recently . I think it's taking the value but not showing on the form as the mandatory symbol is greyed and not in red . 

1_DipikaD_0-1757683019052.png

 

Good catch, maybe look if any ACL is preventing read access.  Check via Access Analyzer. 

Hi @M Iftikhar ,

Checked access analyzer but there is no issue for blockage for that field.

@1_DipikaD 

as you can see the i icon is seen means the value is getting populated.

which field in main table is marked as Display=true?

Does that field have value in it?

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
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