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chocoholicchocoholic 

Pre populate relationships when creating a new object

I have three objects: ForecastWork, ActaulWork and People.  The concept is that People are linked to the ForecastWork so we can track to is planned to be assigned where.  When the ForecastWork become real work, an ActualWork record is created from the ForecastWork record. 

 

Is there a way to also link all the people that are linked to the ForecastWork to the ActualWork record when it is created (obviously this is only to be done when the ActualWork record is created from the ForecastWork record.  If the ActualWork record is created without a ForecastWork record then there will be no People to link to it).

 

Any assistance will be greatly appreciated.

CRM indiaCRM india
HiThrough custom coding using Apex it is possible to create the Actual work record with the people whenever Actualwork record is created from ForecastWork. We have done a similar kind of project for one of our client.Thanks