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Joan Ramon Sola

Load Field Value Based on Related External Table Field

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Dear All,

I have been searching all over the community some simple process to set data into a field based on other external table field.

Let's see an example:

Sage CRM Db: Table Company: comp_companyid, comp_name,...

External ERP Db: Table Customer: erp_custid, erp_name, erp_risk, erp_category,...

Then I want to create a new Opportunity, and I would like to show two fields (and write if possible) like oppo_risk, oppo_category wich are charged with the values of ERP external table.

I have read several post and found some solution through AJAX usage, but I would like to know if exists a more simple workaround for this common situation.

May be if the erp table is added to Table and files connection there would be a easier work around.

Any idea is welcome!

Thanks & Kind Regards,

  • 0
    Hi,
    From below post I understood that you need to populate the data in the opportunity fields from an external ERP data based on the company attached to it.
    As you rightly pointed out, we can connect to the external ERP table by navigating to below path.
    Administration à Advanced Customization à Tables and Databases
    Once the table connection is successfully created, what we can do is write a scripts that will populate the required data (oppo_risk, oppo_category). The script will read the current company record, query the ERP table and based on the company record set the default values in the fields.
    Hope this will helps!
    Regards,
    Dinesh

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