Details issue

hi all 

first of all i have 2 sections (Returns - Events) , and i have customized contacts section and by adding detail in it with these specs

"

- Add a new “Returns” tab.

- Add the following elements on the “Returns” tab

- The “Return requests” detail with the list of requests initiated by the current contact.

 - The “Total ticket return amount” metric

"

 

after that  i need to do this next detail 

 - Create a new “Tickets” detail without creating a new section. (done)

- The detail must contain the following fields:

 “Owner” (a contact). (done)

 “Ticket cost”.  (done)

 “Event”. (done)

“Return type”. (done)

 

 - The detail must be displayed on the page of return request and the user must be able to specify tickets from the current request on the detail.

- Set up the detail object: 
-The detail must inherit permissions from the return request.

- The records on the detail must be deleted automatically if the request is deleted

 

the last 4 points i don't know how i do them ? 

Help 

 

thanks

 

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Best reply

Ibrahim, 
If i understood you correctly: 

1. The detail must be displayed on the page of return request and the user must be able to specify tickets from the current request on the detail. 

Add Lookup field "Returns" (in my case it's going to be "Account") to the object of your detail. In [Data Source -> Lookup] select "Returns"

Then, when you're adding the detail to the page please set following settings: 

2.- Set up the detail object: 
-The detail must inherit permissions from the return request. 

After you've added lookup column "Returns", scroll down to "Access Rights" and select "Returns" in the field( see screenshot, in my case the column looks  up Account section, so it's " account")

3.
 - The records on the detail must be deleted automatically if the request is deleted

Select your lookup column (in my case it's Account) and select "Delete objects from current object with this value. 
That way, when the return is deleted, all the tickets associated to that return will also be deleted 

Best Regards,
Yurii. 

Ibrahim, 
If i understood you correctly: 

1. The detail must be displayed on the page of return request and the user must be able to specify tickets from the current request on the detail. 

Add Lookup field "Returns" (in my case it's going to be "Account") to the object of your detail. In [Data Source -> Lookup] select "Returns"

Then, when you're adding the detail to the page please set following settings: 

2.- Set up the detail object: 
-The detail must inherit permissions from the return request. 

After you've added lookup column "Returns", scroll down to "Access Rights" and select "Returns" in the field( see screenshot, in my case the column looks  up Account section, so it's " account")

3.
 - The records on the detail must be deleted automatically if the request is deleted

Select your lookup column (in my case it's Account) and select "Delete objects from current object with this value. 
That way, when the return is deleted, all the tickets associated to that return will also be deleted 

Best Regards,
Yurii. 

Yurii Sokil,

thank you 

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