Hello, The context We have 4 Classes : Invoice Account Cost Center Supplier Each Invoice requests a new Account creation, this new Account Object contains a Multi-Lookup Cost Center list and a Supplier. Suppliers contain a M ulti-Lookup Cost Center list filled by the users. Our Goal We would like to do implement the following : A user clicks the + to create a new Account in the Invoice Metadata Card The new Account Object to be created has a pre-filled Supplier (the one specified in the invoice => Parent Object) The Multi-Select Cost Center List in the Account Object is filtered based on the mentioned Supplier's M ulti-Lookup Cost Center List Do you have any tips, recommandations, ideas on how we can concretize this feature ? Thanks for your help Claudio

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Get a Parent's Class Property while creating a new Object (Lookup)

Claudio_Leitao over 3 years ago

Hello,

The context

We have 4 Classes :

Invoice
Account
Cost Center
Supplier

Each Invoice requests a new Account creation, this new Account Object contains a Multi-Lookup Cost Center list and a Supplier.
Suppliers contain a Multi-Lookup Cost Center list filled by the users.

Our Goal

We would like to do implement the following :

A user clicks the + to create a new Account in the Invoice Metadata Card
The new Account Object to be created has a pre-filled Supplier (the one specified in the invoice => Parent Object)
The Multi-Select Cost Center List in the Account Object is filtered based on the mentioned Supplier's Multi-Lookup Cost Center List

Do you have any tips, recommandations, ideas on how we can concretize this feature ?

Thanks for your help
Claudio

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0 𝕤𝕨𝕖𝕚𝕤𝕖 over 3 years ago

Do you have Compliance Kit with Configuration Accelerators license installed (it's free of charge)? Then you can create a button in the task pane for creating the new account and let it copy the field (Fournisseur) automatically.. This could solve Point 2..
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0 Claudio_Leitao over 3 years ago in reply to 𝕤𝕨𝕖𝕚𝕤𝕖

We have the full potential of CP, which feature should we be using then ?
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0 DefeX over 3 years ago in reply to Claudio_Leitao

Hi, chiming in here since I have a similiar need. Actually surprised this seemingly simple but important feature doesn't appear implemented.

Did you solve this somehow using the metadata card (as you described)?

I think sweise meant the Object Creator in CP.
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0 Claudio_Leitao over 3 years ago in reply to DefeX

Hello DefeX,

Unfortunately we didn't take the time to try it. We just dropped the client's request.
If you actually find something, we'd gladly accept a tiny tuto on how you did it.

Regards
Claudio
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Get a Parent's Class Property while creating a new Object (Lookup)

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