new record from related list populate number field from parent

Jimte
Mega Contributor

Dear All,

I'm creating a very little custom project environment. Created two tables; projects and project tasks.

Projects contains a project number and description and project tasks is there to have the option to create tasks on those projects.

I've created a related list on the project form and there's a relationship between project and project tasks.

Whenever I create a task from the related list on the project form it redirects to the project task form. Which is what I want, however I'm not able to auto populate the project number (of the project I created the new task from) to the project task form.

Is anyone able to point me in the right direction? So far not able to find this in documentation nor other threads on this forum.

Best Regards,

1 ACCEPTED SOLUTION

Kalaiarasan Pus
Giga Sage

Define the filter of the related list of project task with the fields you want to fill and the fields should get populated when you click new button.

View solution in original post

3 REPLIES 3

Kalaiarasan Pus
Giga Sage

Define the filter of the related list of project task with the fields you want to fill and the fields should get populated when you click new button.

Jimte
Mega Contributor

Fast and easy. Thanks!

susharma
Tera Contributor

Unfortunately i didn't understand the solution.

When creating the Related List should i set a filter of certain kind ?