Good day all
I am trying this on a slightly older version than my production servers…
13.48.1 before I implement this.
To create a link on the customer doc called “Customer feedback”
This is linked to “Quality feedback” in the Doc links section of Customer…
Link Doctype = Quality Feedback
Link Fieldname = document name (Feedback by)
Group = Customer feedback
When I click on + Customer feedback it takes me to the Quality Feedback doc
but it does not auto-complete the “Feedback By” field on “Quality Feedback”
I suspect its because its a “Dynamic Link”
I tried a few things like , adding a custom field (Customer) on “Quality Feedback” and trying
to auto-load “Feedback By” from the custom field but that doesn’t work either.
Can anyone assist please.
Edit: I have set the default setting of “Type” on “Quality Feedback” to “Customer”