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bradd_1

Default value on child entity

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I'm really trying to embrace this "codeless" customization stuff but I'm about ready to just go back to .NET...

I've created a custom child entity of opportunity. I can add the child entity just fine, the list of added ones show up under each opportunity. HOWEVER, I have to select the opportunity each time I add a new child. Is there a way to pass this ID to the child?

My child list is a ListBlock the new button runs another block. That block shows the newchildscreen. The new child screen works just fine but the opportunity isn't defaulted..I've set the SearchSelectAdvanced field to Default to Current Entity but that doesn't seem to work.

Any help is greatly appreciated...

  • 0

    Hi ,

    Search Select Advanced field will work correctly if below given setting is configured.

    1. Opportunity Id field Name should be _Opportunityid

    2. Below given selection options should be configured for this field
    a. Search Entity: Opportunity
    b. Default: Current Entity

    3. New button URL should contain below given parameters while moving to New Entry Screen.

    a. Key7=
    b. Oppo_OpportunityId=

    If above mentioned configuration is correct then, automatically Opportunity Name will be get selected in Search Select Advanced field.

    Hope this Helps !

    Regards,

    Dinesh

  • 0

    Steps 1 and 2 were set up correctly. I could not for the life of me figure out how to pass any query string parameters when the setup was all done in the ui. My list block had the option to show new button and that button option was set to the new entry block but on the list block screen setup I could not find where to say also provide this variable. It seems by defAult the context that was built prior to clicking the new button is not sent along either. At any rate, I have up on the codeless customization option and have achieved what I want by using the .net API. :)

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