There are two approaches you can take:

Approach 1 (minimal code): 

1. Make sure that live data updates is turned on for the object.
2. On a change of the lookup, save the record. You'll need code for this to respond to the lookup change and then to save the record.
3. Create a process that triggers on the save of the record, it then updates the record to populate the other fields

Approach 2 (more code, but no save is needed, user can still cancel)

1. On a change of the lookup add code to listen and respond to the lookup change 
2. Read the selected lookup value and use a model query to read the associated lookup data and set the values on the page

Ryan

Ryan Farley,

Just to clarify, the second approach does not require saving the record, and the first step of that method saying "save the record" was just because the text was copied from the first approach, correct?

The use case I have makes it impossible to save the record to update the data on the page, as some of the information that will be filled in is required information and can't be saved if it is empty. Manual entry is possible, of course, but we are trying to minimize human error in our implementation.

Alexander,

Yes correct, that was a copy/paste mistake. On the second approach no save is needed (I updated the text). 

You're basically just listening for the change of the lookup, then once a value is selected, you do a query to read the associated record and populate the controls/fields on the screen.

One last approach is, if you don't really need the values from the related record to be editable and only displayed, is to simply bind the fields from that record on the page. Freedom pages will allow you to add controls on the page, not bound to a column of the object, and then select the binding from some related record. This will display them, but they will not be editable, and will not actually exist on the current record - only being displayed from the related record.

Ryan

Ryan Farley,

Thank you for the clarifications and articles. They were very helpful and I got it to work very quickly!

Hello,

Do you have a license finserv lending creatio app assigned to your user?

Malika,

Yes, I have all available licenses in my system and I am marked as the system user, so I have full access permissions for everything already. 

Hello,
 

Having verified all information, we inform you that in order to work with the Validation object, you must need the finserv lending creatio license, which grants you access to modify the Validation object.

So please check if you have this license.

Malika,

Thank you for your help