When creating a child record what is the easiest way to pass a field from the parent to a child?
Here is my situation: I have a list of insurance policies and I need to add members to the policy. The role of the member is depended on the type of policy which is a field at the insurance policy level. In order to assign a role to a person I need to have the correct insurance policy type populate at the child level. Ideally I would like to put some value when using the Create new row action item.
Thanks for your help.
Here is what you can do.
- Create a row action on the policy table
- Select type: Run Multiple Actions"
- Add an action that creates new row on model. Choose the person model.
- You can add a “substep” under the create new row action that prepopulates data on that new row.
- Choose the policy type field in both your policy member model and for value use somthing like {{PolicyType__c}}. This merges the data for policy type from the row where you selected the row action button and injects it into the new record.
Then you can open a popup where the rest of the new member information is documented.
Rob,
Is there any way do do this from the Policy Members Table from a Global Action? I have a policy details popup where policy members is a tab within the popup.
Thanks
Sounds like the page will be a policy detail page, where you have a model that has a singe policy. Then your global action can create a new row in a “new member” model. This new member model can have a condition where “Policy Type” is the “Policy type” field from the policy model. This will prepopulate that value in the new member model.
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