auto populating parent incident field

brostoff17 · ‎03-30-2017

When a new child incident is created off a parent incident, the "parent incident" field is auto populated. I dont see a business rule that is doing this. How is this occuring?

veena_kvkk88 · ‎03-30-2017

Hi Josh!

You need to choose the Related list that comes automatically. I see you've created a relationship 'Parent/Child' and that's the related list on the parent form. If you choose the other one (that says Child Table -> Parent Record), it works. (The Parent/Child is really not necessary)

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brostoff17 · ‎03-30-2017

Thanks Veena. I know you were talking about the incident table in your comment above, but what if I want to auto populate the parent field on two custom tables that I created?

veena_kvkk88 · ‎03-30-2017

If there is a relationship, that will be done for you. It has to be created from the Related list of the Parent table for it to work.

brostoff17 · ‎03-30-2017

I have a relationship, but would do you mean exactly by this will automatically be done? I havent set anything up on the two tables I created that would auto populate fields.

veena_kvkk88 · ‎03-30-2017

Do your two custom tables have reference fields pointing to the parent table?

nthumma · ‎03-30-2017

New button will take care of it , you dont need to do anything else.