You will need a relationship to make this work really well. It should be a one to many (0..1:0..N) to the BOAtributes object. Upon save of the task for example you then need a business rule trigger that runs a search and link action based upon the ParentLink_Category object == BOAtributes .ParentLink Category field.
Once this is done you can pull through or use any of the related fields.
Alasdair Thank you for the reply!
Clearly I stayed up too late writing this request last night. My field names were wrong. I wandered all day making this a big mess. I am starting again as I must be making this far more difficult the it should be.
1) The Task gets ParentLink_Category set during the create child process.
2) I want to locate the BOAttributes.ParentLinkCategory = Task#Assignment.ParentLink_Category record
3) Field BOAttributes.ParentName needs to be copied into (4) Task#Assignment.ParentName
I will also copy the other fields with the codes and rank numbers.
I was able to create a manual field where I could type the Task#Assignment field manually which then populated the Task#Assignment.ParentName using a business rule. I could never get the Link process to work to make it all automated.
I have removed all links and relationships leaving only the fields above. I will try again in the morning. Is there something I missed?
You cannot make the relationship on the ParentLink_Category field it doesn't work (or at least never has for me). You need the (0..1:0..N) to the BOAtributes object and then drive it form a tiggered business rule using search and link.
Alasdair YOU ROCK!!!
This is now doing exactly what we need it to do. THANK YOU FOR YOUR GUIDANCE!!!
Not sure where you are located but if you will be at the User meeting in Texas this spring I will by you a drink!