RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact information or address.
#3208 - Relate fields do not properly transfer over due to apostrophe
First: I have a relate field called 'Accounts' in Module A. -> The field has the account ->Admiral's Academy When I select convert to Module B, the relate field In Module B becomes: Admiral's Academy
Second: Drop down menus do not appear in the field mapping. So only some fields are available and not all of them?
afcmasteruser
4 years ago
Third, I am also having the same issue as #2951: Once Module A is converted to Module B. Both are using a relate field. Module B data claims that there is no matching field.
4 years ago
Hello
For Point #1 & #3 is it possible to share your CRM Credentials, FTP Details and Database Access if you don't mind?
If yes then please share us on "[email protected]". So we can check it from our end and you will get quick solution.
For Point #2, We didn't consider Dropdown Type field because sometime both Module Dropdown having different value so at the time of auto fill up value it's not auto populate.
Regards, Variance Infotech PVT LTD
4 years ago
Hello
Let me clear one more thing, Related Record Creator addon configuration page having Target Module View option in Step #1.
If you select the Popup then it'll show the Quick Create View Fields for Target Module in Field Mapping Step.
Regards, Variance Infotech PVT LTD
3 years ago
Hello,
Hope your issue has been resolved.
Currently We're closing this Case.
Regards, Variance Infotech PVT LTD