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

1_DipikaD
Kilo Sage

12 hours ago - last edited 6 hours ago

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

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11 REPLIES 11

1_DipikaD
Kilo Sage
In response to Ankur Bawiskar

7 hours ago - last edited 7 hours ago

Hi @Ankur Bawiskar ,

Yes, you are right . As I click on i icon it's redirecting to the expected record . But it is quite strange the field value is not visible on form . 

I could not get your 2nd point on previous comment - which field in main table is marked as Display=true? Could you please elaborate ?

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1_DipikaD
Kilo Sage
In response to Ankur Bawiskar

6 hours ago

@Ankur Bawiskar  

Yes, you are right as I click on i icon it's redirecting me to the expected record but it is quite strange for me the field value is not visible on form .

Also couldn't  get your 2nd point on your previous comment  -  which field in main table is marked as Display=true? . Could you please elaborate, I will check according to that ?

 

Thank You

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