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How to customise subgrid form to inherit data from parent table?


I have a custom table called 'Object Tracking' and I want to add it as a subgrid under the 'Account' table, where Account is the parent, and Object Tracking is the child.

Here’s the requirement:

Below is an example with screen shots -

Parent - Opportunity table

Child - Quote table

Quote subgrid is hidden as Oppotunity is not saved yet. Quote subgrid is hidden as Oppotunity is not saved yet. Click me to see the screenshot.

We get option to create new Quote, once Opportunity is saved. New Quote option to create new quote.

The new Quote form automatically inherits the Parent Opportunity(DemoOpp4). enter image description here


Solution

  • this is the default functionality that can be achieved using some simple steps.

    1. when you create a lookup field of account on object tracking.
    2. then add a sub-grid on account (make sure to selected related records and entity only) and it will only show when the record is saved.
    3. '+' button to add an object is available by default
    4. when you add, the account will be populated by default.

    you do not have to do any out of the box thing to achieve this functionality