Initial Value depending two columns (same column in ref table)

[DanielM09]

Hello everybody,

I'm looking for the way to set an initial value depending from the new row form is opened.

The tables structure is:

Opportunity Registry has Contact Partner and Contact Prospect. Boths columns refers to Contact table. Contacts table has Organization column, refers to Organization table. Partner and Prospect are Organizations.

When i created a new Opportunity I can select the Partner and Prospect Organization. Then I can select a contact for each one, filtering from Organization column of Contacts. All fine until here.

The problem ocurrs when I want to create a new contact from a new Opportunity. I need to set the Organization pre-selected in the Opportunity form.

I tried with CONTEXT(View) but as known, returns blank in this case.

I hope someone can help me.

Thanks a lot.

[Marc_Dillon]

There's no way to share data values between 2 open forms like that. You would have to have the new contact already created. Another option would be to use a LINKTOFORM action to create the contact, which would require the base record to already have been saved with an organization value entered. This becomes more UI/UX-friendly when you use a method of auto-creating blank records and presenting a quick-edit detail view as a "form".