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