Hi
An entity named quote has a section detail named case.
Each case has a detail named fee.
Then I've 2 detail sections nested.
I added on fee detail a lookup field for case and a lookup field for quote.
On the lookup quote field of the fee detail I've configured a business rule "Set field value" which set the value to the parent quote value.
The issue is the quote lookup field on fee detail is not automatically compiled with the parent quote value.
What Am I doing wrong ?
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Hi Bogdan
the parent section has set up Displayed value.
I think that I have understand the reason of the problem.
The "set field value" business rule is a client rule, the parent object is set up in a detail automatically then the rule is not triggered.
Dear Stefano,
Can you please clarify what exactly do you mean under "parent quote value" and where this value is taken from?
Can you please also specify which column from Quote exactly are trying to set with the mentioned business rule?
Kind regards,
Roman
Hi Roman
the "parent quote value" is the lookup field used to connect a quote with their cases details.
I'm tryng to set on the fee detail the value of the quote associated to the case which refers the fee
1. A Quote contains one or more cases 1:N relationship.
2. A case contains one or more fees 1:N relationship.
A fee links a 1 single quote.
Is it possible, using "Set field value" compile a lookup on fee which refers the parent quote ?
Stefano Bassoli,
Can you please check if you set up the Displayed value for the parent object (Configuration level)? You can find this setting in the Configuration, Object Properties, System Columns section.
Please let me know if it helps!
Best regards,
Bogdan
Hi Bogdan
the parent section has set up Displayed value.
I think that I have understand the reason of the problem.
The "set field value" business rule is a client rule, the parent object is set up in a detail automatically then the rule is not triggered.