The “Copy Up” feature is the reverse of our “Copy Down” feature. Instead of copying data values from the parent to the child item, this feature enables you to copy values from a child to a parent item.
Note: The field value will overwrite the current one every time that a new item is created. For example, if you are copying up a value from an Interaction such as “Interaction Type” to an Opportunity then every time a new interaction is created for that Opportunity the value is overwritten.
For this example we are using the Last Interaction Type field value (child) copied up to the Opportunity item (parent) so that when a user is looking at an opportunity they can quickly see the last type of interaction that was made.
In developing this feature, we have enabled it to copy any column field type value in the same way as the Copy Down function works.
The format is the same as the Copy Down instructions:
[parent field]=[current field] (Copy the value of the “current child value” to the parent’s “field value”)
Note: If the copy up feature doesn’t work, check to make sure you are not trying to copy up an illogical field match, such as a single line text field to a numeric field. Also, it’s important that you are mapping the fields correctly. Read the following instructions carefully and ensure that all details are taken into consideration.
Note: Radio Button choice fields and Multiple Pick choice fields will NOT copy up.
Configuring
- Add the field which exists at the child item to the parent item. For example, if the objective is to copy up the last value of the field “I.Type” from the Interaction to the Opportunity it is necessary to add a field called “Last Interaction Type” (or similar) to the Opportunity List.
- Go to the Opportunity List – List Tools – List Settings – Create Column.
- Remove the Add to Default View check if you do not want the new field to show up in every View for the list.
- Perform the steps as if you are creating an Interaction for an Opportunity.
- Click Page – Edit Page – Open CRMEditNewForm properties.
- Scroll down the Web part properties until you find the section shown below and add the [Parent Column Name]=[Child Column Name]. In this example it would be:
Note: Incorrectly matching the above fields will render this feature inactive. Be sure that you have your parent and child in the right order.
- Click Ok to save the Web part changes.
- Click Cancel to close the New Form. It is not necessary to modify the Opportunity Edit/New forms as this information should not be edited by the user.
- From the Display form of the Interaction, click to view the Opportunity. Remember this information is rolling up from the Interaction to the Opportunity.
- From the Opportunity Display form, click Page – Edit Page –Edit FlexDisplayFormFields web part:
- Select to expand Flex Configuration tab:
- Add “Last Interaction Type” into the location you wish it to appear on the form.
- Click OK to save the changes.
The Last Interaction Type at the Opportunity will now populate with the last I.Type that was used in an Interaction attached to the Opportunity.
Note: This feature can be used with any Flex list where a child item value needs to be copied up to the parent item but, however, be aware of fields that are not suited to this feature and mismatched fields as described above.