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Ian Goodine Displaying a non-related objects data in a another object
I have 3 objects: Parts, INS Criteria (related to Part via master detail), and Inspection (a log of the inspection data, related to Parts via lookup). How can I show relevant INS Criteria in the Inspection object?
Can I show a parent object's related list somehow? Is there another roundabout approach? I am using classic (tragically).
Can I show a parent object's related list somehow? Is there another roundabout approach? I am using classic (tragically).
Hi Ian,
You can achieve this through Process Builder,select object INS.
Then in actions you select Record created, select Record Type as Inspection.
& then give field reference.
Hope this works for you,
Do let me know if you got it or not.
Regards,
Harsha Deepthi K
I was able to do it this way. I was also successful by creating a junction object between Criteria and inspection, using one line of code to commute fields from Criteria into the junction object, and inserting a related list in Inspection for the junction object.