function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Nan WangNan Wang 

display more fields from master object into child object

Master object: PO, field: PO Number, Field: PO Descritpion, Filed: PO Amount

Child object: Invoice, associated with PO with PO Number

 

when open invoice tab, want to choose PO number, and PO description and PO amount can be display into invoice interface. 

 

not sure if we can do that. 

sandeep@Salesforcesandeep@Salesforce

See,

 

This can be done on related list of  invoice on PO record Detail Page. ( by Editing Layout of PO record page).

gautam_singhgautam_singh

Hi, 

Master object: PO,

Field: PO Number, PO Descritpion, PO Amount

Child object: Invoice,
Field :- PO{Lookup} with PO Number

You can create Formula fields over Invoice Object for Invoice PO Description and PO Amout to be fetched directly from the Parent Object.

You can get the ID of the TextBox PO Description and PO Amout and Ovveride the New Button with these in paremeters.
Also , Workflow , Trigger also suits to the requiremnet but they will relfect values when the record get Save.




Important :

Hit Kudos if this provides you with useful information and if this is what you where looking for then please mark it as a solution for other benefits.

Thank You 

Nan WangNan Wang

can not find the PO descrption and amount in the invoice layout page. seem not workable.

gautam_singhgautam_singh
Which approach you tried ? Can you elaborate the process flow.