Display same object as 2 separate details and have each one enter record with different type
I'm trying too display the same object as 2 separate details filtered by a type, however I want to be able to make each detail auto set that type dependent on which detail was used to add the new record, ive been trying to find a solution but cant, any recomendations?
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Hello Oliver,
To do this (set a different type value based on which detail is being used to add the record), you can set defaultValues in each of the details in the page code. See this article here: https://customerfx.com/article/passing-values-from-a-page-to-a-new-reco…
As far as filtering each detail by the specific type value, you can refer to this article: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…
Ryan
Hello,
Please be informed that by the system's logic, the details still refer to the same object and even if you create several different details they are still based on the same object and therefore the edit pages will look the same. We already have this problem registered for our R&D department and in future releases this logic may be changed.
Mira Dmitruk,
I know they refer to the same object, are you not able to have the different details enter data slightly different? So if you enter it from one detail the type is set to "revenue" and the other "costs", otherwise id need to have a lookup to do it when it shouldn't be necessary.
Hello Oliver,
To do this (set a different type value based on which detail is being used to add the record), you can set defaultValues in each of the details in the page code. See this article here: https://customerfx.com/article/passing-values-from-a-page-to-a-new-reco…
As far as filtering each detail by the specific type value, you can refer to this article: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…
Ryan