Hey Dave, just to double check, what actions are you running when you open the popup?  
I’m assuming you have at least these actions:

• Activate and Set Value of a condition on the Loan Payments object where LoansonBK__c = {{Id}} (the Id of the master record of that row)


•  Query Loan Payments should be set to Get more - merge in new records with old  instead of Standard - Complete Requery.


• Show Popup  

Hi Anna,

Thank you,

Atm i was not running multiple action, just a simple popup action

I tried what you explained above, but for the 1st action (activate and set model) I’m having an issue selecting the condition “=”, for me the picklist always shows only 1 choice “none” when i click on it , so not really able to test it properly

Any idea why and what i can to fix it?

Nvm , I got it, i had to set up a model condition filterable and call it from action.

And now it works.

Thx again Anna

Yeah, so the first thing you need is a condition on your Loan Payments model on the lookup field to the LoansOn_BK object (it’ll be called something like e LoansonBK__c ). Then set that condition’s state to Filterable default off. This will allow you to manipulate it through the action framework and will make sure that when you open the popup for a row, it loads the Loan Payments related to that parent Loan.

Actually I may have been a little to hasty in saying it works

Now all LoansOnBk records show the same loan payments (from the 1st row)

here are SS of the steps I followed not sure where issue is

Here’s condition filterable off

Here’s 1st action:

and here’s 2nd action


3rd is just popup

Now 2nd row on table 's popup instead of showing me the proper related 3 “loan payments” , it shows me those from 1st row

A couple things:

1. Remove that first condition from your model (the nonfilterable Advanced Loans on Bk = (LoansonBK) (Id)  because that’s what’s pulling in only the first row’s payments.


2. for your Activate & Set model condition - enter {{Id}} as the Value.

For some reason ,with those changes, it now pulls all Loan payments record (not only related ones) for each row

btw if this will be simpler with a Screen share let me know

Thx

Hm… and you still have the context condition set?  so that in your popup  the LoansOnBK__C field = Id of record in context?

Actually forgot to recreate that context condition on new popup, ty

But still I’m not able to see related payments records

Any way we can have a quick screenshare, i’m sure it’s 1 little thing missing.

Or if you want I can Screencapture and post to youtube the whole thing

Let me know

Thx again

Hey Dave, sorry for the delay in replying (#thanksgiving). Either way works fine for me. 

Update: This issue is resolved. In the end, there was just a slight typo in the in the Activate & Set Value for Model Condition action - the proper value is {{Id}}