Related list copy

sip · ‎07-24-2018

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 🙂

Jaspal Singh · ‎07-25-2018

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

Hit Helpful or Correct on the impact of response.

View solution in original post

sip · ‎08-02-2018

Hello Jaspal ,

As I see for stakeholders all values are getting copied not only the ones which are present in demand form .

I have attached the screenshot of the same .

Please advice.

Jaspal Singh · ‎08-03-2018

I see that tables are changed. Can you try reverting it to the same values as it was before when it worked & then try performing below steps

1. On the Related list configure List Control

2. Click Enable Edit & save the form

3. In the related list below you will find

+ Insert New row option

4. On double click it would allow you to search for records by use of magnifying glass. If related record is not present you can insert new records in Stakeholder registry & it will show up in Project form for the stakeholder tab.

sip · ‎08-06-2018

Hello Jaspal ,

Thanks buddy!

But what I need is the table should be stakeholder register instead of Demand stakeholder because in the demand form we have the table as stakeholder register only so the same should be there for project form also .

Can you advice on this ?