I have a custom record that has a parent / child relationship with Opportunity, Estimate and Sales Order. I would like for records entered under an Opportunity to copy over to the Estimate and subsequently to the Sales Order. Can someone give me a hint on how I can achieve this?
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battk
09/02/2020, 7:36 PM
you can use a multiple select for the parent/child field
battk
09/02/2020, 7:36 PM
and attach the child to the new transaction when its created
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pen one
09/02/2020, 8:08 PM
thanks. my issue with this method is I seem to lose the ability to do inline editing. Unless I am missing something.
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battk
09/02/2020, 8:15 PM
probably
battk
09/02/2020, 8:15 PM
you can accomplish much the same thing with multiple parent/child fields