3 Replies Latest reply on Oct 25, 2017 3:29 AM by DTurner

    How to link between two fields?

    FatihaAhmad Apprentice

      For an example, in Incident form, I have 2 fields that correlated each other:

       

      Raise User = Users

      Customer = User’s Company

       

      When I select "Adam" as Raise User, can we set Customer field automatically populated with Adam's company and vice versa?

       

      If it is not possible to automatically populate, can I filter the Customer based on Raise User and vice versa?

        • 1. Re: How to link between two fields?
          AnthonyDowns Specialist

          You can do that through an editing rule.

           

          Create a new rule and set "On Change" to "Raise User" and "Set" to "ProfileLink". Since it's a link field we use $([OtherObject]RecId)

          Then change the display field on "Customer" to "[Frs_CompositeContract_Contact]EmployeeCompany"

          • 2. Re: How to link between two fields?
            FatihaAhmad Apprentice

            Hi Anthony,

             

            I want to ask why I can't use $([OtherObject]RecId)? I got an error as such:

            Error: [OtherObject] cannot be used in this kind of expression because no such object exists.⁽¹⁾

             

            Then on the change display field to "[Frs_CompositeContract_Contact]EmployeeCompany",  I didn't have the field on my table as in the image below. Do I have to add the field in the Business Object?

               

            2017-10-25_153622.png

            • 3. Re: How to link between two fields?
              DTurner Expert

              Fatiha, the error message suggests the selected 'On Change' field is not a link field. Ensure you have selected the link field for 'Raise User'. You can also try using $([link:<LinkField>]RecId).

               

              The presumption is that both 'Raise User' and 'Customer' are link fields to the same record, since you are populating with the other's RecId. There is the possibility that you are using a separate 'Company' business object, if this is the case please let us know the details of the link fields and we may be able to help further (I am doubtful as your form screenshot is for the Customer link field, but there is the possibility nonetheless).

              If the Customer field already shows the Company Name then no changes should need to be made to the form, however, if this is not the case, you would need to select the field for the linked Business Object which shows this whether it is [Frs_CompositeContract_Contact]EmployeeCompany or otherwise (e.g. Company, CompanyDisplayName etc.).

              can we set Customer field automatically populated with Adam's company and vice versa?

              In order to automatically populate Customer on change of Company there would need to be a single point of contact for each Company i.e. a 1:1 relationship in some form.

               

              Declan