Set linked fields value when portfolio item update
I have a small issue. When I add new software license (portfolio item) and choose Parent Item, fields like "Location", "User" are automatically filled. And this is ok. When I set license to "In use" state, User field is mandatory.
Now I want to modify license record. I have to change Parent of my license (change license assignation to other computer) and fields Location and User are not changed. I know, it will be changed when I click "Modify" button.
So when I have a lot of records and I have to change assignation or status (in stock -> in use), I have to fill fields: Parent, User because User is not automatically filled like when I create record.
And my question: is there any way to change this mechanism? In my opinion it will be more usable for users, who will be working with this system.
Re: Set linked fields value when portfolio item update
This is a small issue and the "mechanism" you write of relates with background agents which not only ensures database integrity but also ensures logical outcomes (ie. child portfolio items auto-inheriting its parent values).
By wanting to change the out of the box functionality, you are turning this into a major issue, just so users can see "what" the values will be "before" selecting the Modify button.