We are building a Asset management system, where we have used Insight as CMDB to store our data. I have created insight object fields to pull the data using Insight.
Data is being pulled correct, but now I would want it to function in a way If I select Part ID, Part name and Department that part belongs to should autopopulate in other related insight object field. Part Name and Department details are attribute of Part Object Only, ALso the department and division details are available on referenced objects. Please help how we can autopopulate the related data using Insight object field. If there is Automation required, please suggest how this can be achieved .
In this question, you refer to a Part object type. When you say "department and division details are available on referenced objects", I'm going to call that a Team object type.
The "Part" object type should have these attributes:
The Team object type should have these attributes:
You should have these custom fields:
You will need to use an automation to autopopulate these fields. The automation should be:
1. When Value Changes for "Part" field:
2. Edit issue:
Hope this helps!
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