Copy Master & detail - Triggering from a Child Record | Discussions

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Copy Master & detail - Triggering from a Child Record

  • 1.  Copy Master & detail - Triggering from a Child Record

    Silver
    Contributor
    Posted 03-19-2017 20:41
    I am comfortable using master & detail functionality in a situation where I am  creating a set of child records using a template record (parent to child).  However, now I need to create a similar arrangement from one child table to the other child table.

    In my case I have a table 1 as the parent.  I have child table 2A where I want to place the button to create records in table 2B which is a child of table 1. So the question is if in my template I don't have  table 2A record created, how do I let user to trigger records in this table?  Do I need to create a dummy record in my table 2A to facilitate this? Also does this arrangement take the parent table ID with it?    


  • 2.  RE: Copy Master & detail - Triggering from a Child Record

    Posted 03-19-2017 23:21
    Why not just put the button on the Parent record?  You should also be able to lookup that field to the 2A table and if any records exists there, the button could be pushed from there too.


  • 3.  RE: Copy Master & detail - Triggering from a Child Record

    Top
    Contributor
    Posted 03-21-2017 03:02
    You could create a dummy record in 2A, but my guess is you want the list of child records to be dynamic based on what is in 1A.  

    For his a relatively simple .js script should do the trick.  You'll need to define your criteria, but that could also be dynamic, based on the existing data.