Related list copy

sip
Tera Contributor

Hello all ,

I have two tables Demand and Project where the Demand table is the parent table and the project is the child table of demand .

In the demand table ,there are two related list which are Stakeholders and Decision tabs .

Now the requirement is that I want the same two related list on my project table as it is in demand and Carry over any information from theses tabs into the Project when created.

Can anyone help me with how to proceed with this .

Any suggestions would be welcome 🙂 

1 ACCEPTED SOLUTION

There isn't any. Its just the columns that are being displayed in list view.

 

The Stakeholder for Demand has additional () part which I guess is the portfolio value while the one in Project has normal User name displayed.

You can check for the list layout once & then get it compared once for better understanding.

 

Thanks,

Jaspal Singh

 

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22 REPLIES 22

sip
Tera Contributor

Hello Jaspal ,

I have attached the screenshot of the new relationship I have created which is Stakeholders on project table .

But now in project table all stakeholders are coming under stakeholders tab.

Please let me know shall I write any query to modify the same or if the tables are wrong 

 

Try using

 

 

TThanks,

Jaspal Singh

 

Hit Helpful or Correct on the impact of response.

sip
Tera Contributor

Hello ,

It didnt work .

Can you provide some other suggestions to this

u_demand is Demand field on the Project form. Replace it with appropriate field name at your end as you may have some other field name for Demand.

 

Thanks,

Jaspal Singh

 

Hit Helpful or Correct on the impact of response.

sip
Tera Contributor

Hello Jaspal ,

I have attached the screenshot of my demand form and also project form if it helps in suggesting you to me .

Kindly let me know on this