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Respected Contributor.. bednarcm Respected Contributor..
Respected Contributor..
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Set linked fields value when portfolio item update

Hi,

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.

 

Regards.

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Acclaimed Contributor.. Mark Cullen_1 Acclaimed Contributor..
Acclaimed Contributor..

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.

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