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Automatically fill in objects value from the original object

Hi,

Without using parent relationship, is there a way to create a "sub-contract" object from a "contrat" object and to "copy" or fill-in automatically the customer related object from the contract to the sub-contract.

If yes, is there a way to do it when creating a new contrat object and clicking + (new value) in its MDC to create the sub-contract? (the picture below)

I'm tearing my hair out with this, so many thanks in advance :-)


Emmanuel
Parents
  • A couple of options for your consideration and testing:

    1. Automatic Filling of Properties can dynamically copy properties if the sub-contract has a reference to the main contract (not sure if this is what you meant with parent relationship, a normal reference is enough so it doesn't require subobjects to be defined - check the linked document for an example)
    2. Object Creator can be used to create the sub-contract and copy certain properties from the main contract. From the user perspective they would first select the main contract and then use the Object Creator command to create the sub-contract (i.e. this wouldn't work when you click + on the metadata card).
  • Hi Joonas,

    Thanks for your answer. Object creator is not what we want to use here (for several reason).

    Not sure my post what very clear so I made a "video" screen shot + the configuration of automatic property filling.

    Clients is a list of société, filtered.

    I don't understand why at least société is not automatically filled in in "contrat maître" and neither why client is not too in "sous-contrat".

  • Have you tried setting the "Rule Evaluation Order" to "Before Metadata Card Configuration" (last option under automatic property filling settings) and ask for confirmation to false?

    Also if you have any object type set in "Property Prefilling" that is not the one you are trying to fill, it will only work on those object types. If it's blank it should work for all types.

    If none of that works you can also try to move that class outside that object type to a new one, so there's only one class of that particular object type as it then auto-fills the class also.

Reply
  • Have you tried setting the "Rule Evaluation Order" to "Before Metadata Card Configuration" (last option under automatic property filling settings) and ask for confirmation to false?

    Also if you have any object type set in "Property Prefilling" that is not the one you are trying to fill, it will only work on those object types. If it's blank it should work for all types.

    If none of that works you can also try to move that class outside that object type to a new one, so there's only one class of that particular object type as it then auto-fills the class also.

Children
  • Hi

    Thanks for your help.

    I tried your suggestions ie :

    • rule evaluation to before metadata Card Configuration
    • Ask for confirmation to false
    • No properties in Property Prefilling

    None of that works.

    Note sure to have well understand the last suggestion, but I create a new object with a single class with 2 properties : name and  "societe" ( the predefined property for a "societe" object type)

    try to create one by ricght clicking on a "societe" object and it did not work :-(