Hi! I have created a parent-child relationship between a bill and a custom record which control the approval process of the corresponding bill. I would like to show the information about the approval process in the bill, but without saving those values; rather I want them to be populated from the custom record. Any ideas how to do this? I have read both about the possibility of using a workflow or saved searches to default to the fields. Opinions?

you may not actually need a parent/child relationship if there is a 1 to 1 relationship between the custom record and the bill

Thanks for the links! One quick question: in the Source List dropdown, my custom record doesn’t appear. Is there any way to make it show up in there?

the only thing i would add to the example is that a sourced field that does not store value always gets its current value from the source record, while a sourced field that does store value has the value on the source record when the field used for the list/record is selected

Thanks for your help, anyway! At least you confirmed that the sourcing is the best option for what I a, trying to do. 🙂

you may want to take a look at the docs closer, we may be referring to different things, The

Source List

field refers to fields available on your record

Ok! I thought that, indeed, the Source List only refers to fields within the record, but discarded the possibility. Thanks for the clarification!!