I have to 2 modules. one being leads and one being sale sheet. When i created the sale sheet module, some of the fields are already existing in the leads module. Just trying to figure out a way that if i select which record it relates to using relate field, how can i auto populate the records with the existing data.
How can i proceed with this:
Any help will be much appreciated!
Hi thanks, that is very helpful and i understand the concept.
However, how to i put it into action. Do i need to edit the vardef in custom and module name
Thanks
Hi John Ade,
You need to edit the vardefs in custom sale sheet module. Look out for lead relate field definition and add populate_list property there as I mentioned in my above message.
Regards.
Hats
Hi Hats,
Just wondering how i would go about populate depending on individual records
Hi John Ade,
Do you mean auto populate based on some condition ? If so, you can use record and create view controllers to do so.
You can extend create.js and record.js and add your logic to get value from related parent model and auto-fill current model if condition is met.
Let us know if this helps.
Regards.
Hats
Hi Hats,
Don't know if you can see the image properly but i want to be able to select from LEADS UT field using a relate field that if i select a record then it will auto populate the data from the other module into this module form.
I guess it is a condition like you said so should i follow the steps from above.
Thanks
John
Hi John Ade,
You can use populate_list property in vardef file of a relate field to populate value from one record to another record.
For your use case, edit the Lead's relate field definition under Sale Sheet module and add the fields you want to populate from leads to sale sheet.
$dictionary['<sale_sheet_module>']['fields']['<leads_relate_field_name>']['populate_list'] = array(
'<field_in_leads_module>' => '<field_you_want_to_autopopulate_in_sale_sheet>',
'<another_field_from_leads>' => '<another_field_you_want_to_autopopulate_in_sale_sheet>',
);
Also, if you do not want to prompt user before auto populating the values, you can set the following auto_populate property to true.
$dictionary['<sale_sheet_module>']['fields']['<leads_relate_field_name>']['auto_populate'] = true;
Note: <leads_relate_field_name> is the name field of your relate field definition.
Please let us know if this helps.
Regards.
Hats