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Question

Autopopulate the lookup fields on the new button hit

  • July 11, 2024
  • 3 replies
  • 6 views

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I have a scenario in which on hitting the new button a form open up, there is a lookup field in the form and i need to autopopulate the form field on look up selection. Please share the views

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3 replies

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Saurav,

Add a model to find the record that you to use to set the lookup field for your popup. In your model for the new record, add a condition that references the Id from the ‘lookup field’ model.

Here is a sample page that demonstrates this.

Thanks,

Bill

New {{Model.label}} {{Model.labelPlural}}

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@Bill McCullough Thanks for your suggestion. I want to autopopulate the first name and last name on selection of Account look up as per your shared example. This is my requirement


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Saurav,

You just still need a model to query the account record. You move the actions to load the account record to the model actions on your ‘new record’ model. The actions run when the AccountId field is updated. You load the model and then update the field(s) using fields from the Account model.

In this sample, I am updating the FirstName field on the new contact model using the Description field from Account.

Thanks,

Bill

row.updated AccountId New {{Model.label}} {{Model.labelPlural}}