Form field automatic fill, not always

Hello,

Maybe something stupid.

I have the following logic in my app:

1. Customer

2. Activities

3. Tasks

Activities and Tasks are created under the Customer. Tasks can also be created under Activity.

When I open the tasks form under the Customer, the company name is automatically filled. When I do the same trying to open a task under activity, the company name which has the activity is not automatically filled.
How can I make it automatically filled in in all cases?Screenshot 2024-09-09 at 19.15.13.pngScreenshot 2024-09-09 at 19.15.40.pngScreenshot 2024-09-09 at 19.16.04.pngScreenshot 2024-09-09 at 19.16.28.pngScreenshot 2024-09-09 at 19.16.38.png

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1 ACCEPTED SOLUTION

Steve
Platinum 5
Platinum 5

Set the Initial value expression for the Company column of the Tasks table to [Activity].[Company Name].

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2 REPLIES 2

Steve
Platinum 5
Platinum 5

Set the Initial value expression for the Company column of the Tasks table to [Activity].[Company Name].

Thanks. eventually, that worked when I wrote it manually. The data explorer selection used the wrong value.

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