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RiverChaser
Default Master Account and Product Lookup
I have a custom Membership object that has a master-detail with Account, a lookup relationship with Contact, and a lookup relationship with Product. This is because a membership is owned by an account and is non-transferable, while a Contact uses the membership but is transferable to other employees of the Account. And there are various types of memberships available, thus the lookup to Product.
When I create a new Membership from an Account, the Account is populated, good. The user has to select a contact from the Account's employees, no problem.
Creating a new Membership from a Contact, the Contact field is populated. Also good. But in the latter case, I'd like to populate the Account, which is, of course, the Contact's Account. How can I do this? A trigger won't work, because they fire when the record is being saved. There are no default fields for master-detail relationships. I can't figure out how to run any code in the New Membership window to do this.
Is an s-control the answer? Even if I figure out how to make that work, I'd prefer that the user not have to click a button for something that can only be one thing, the Contact's Account.
Also, how can I put a default Product in that field?
Thanks for any ideas!
Don
When I create a new Membership from an Account, the Account is populated, good. The user has to select a contact from the Account's employees, no problem.
Creating a new Membership from a Contact, the Contact field is populated. Also good. But in the latter case, I'd like to populate the Account, which is, of course, the Contact's Account. How can I do this? A trigger won't work, because they fire when the record is being saved. There are no default fields for master-detail relationships. I can't figure out how to run any code in the New Membership window to do this.
Is an s-control the answer? Even if I figure out how to make that work, I'd prefer that the user not have to click a button for something that can only be one thing, the Contact's Account.
Also, how can I put a default Product in that field?
Thanks for any ideas!
Don