Multi select and Update Record from Detail based on an Existing Section in Creatio
Hello,
We have created two sections: "Deliveries" and "Vessel Requets", we have added Deliveries as detail (Based on existing object) in Vessel Requests section . We will need to add existing records with multiple selection option using "+" button without creating new record (Please refer to the screenshot below). When added the selected Delivery records must be updated with the current Vessel Request ID.
Please help and advice,
Best Regards.
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Hello!
To add multi-select records, you can refer to the post in the Creatio community:
https://community.creatio.com/questions/can-we-assign-multiple-objects-…
https://community.creatio.com/questions/lookup-different-quick-filter-o…
The post provides valuable insights and guidance on implementing the multi-lookup value.
Regarding updating fields in the section, utilizing a business process is a suitable approach. You can configure a business process that triggers when a record is added to the detail and modify the necessary column values in the section. The business process can be designed to perform the required actions based on your specific requirements.
For detailed instructions on setting up a business process in Creatio, I recommend visiting the Creatio Academy. They offer comprehensive documentation and resources covering various aspects of the platform, including business processes. The following links will provide you with more information on the necessary process elements:
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
These resources will guide you through the process setup and help you leverage the full potential of Creatio's business process automation capabilities.
Best regards,
Kate