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Former Member
Nov 19, 2009 at 11:58 AM

Copy values when new action is created

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Hi,

In ERP with SAPgui there was nice feature : when one document was created with reference most data were copied (and in customizing it was possible to set what exactly should be copied).

In CRM Webclient UI I have following problem:

1. If I check in WebClient customer contact and I go to assignment block "Planned Activities" and click on NEW button

2 I create a new appointment.

3. Some data (like Contact) are filled but some are missing (like Account for which Contact was created).

I would like to have "Account" information automatically taken from Contact (if contact has reference to account).

I don't think its something to be customized (SPRO), but rather to be developed for UI component.

When I searched for a solution I found this topic:

[data-transfer-from-one-component-to-another-compon|data-transfer-from-one-component-to-another-compon]

Could anybody confirm the correct approach to have some values populated when something is created with reference (like described in this example).

thank you for any suggestions

regards

Rafal