What is Correct Pattern for Setting Relation Field?

English Forum Questions
1

Hi,

What’s the correct pattern for this scenario:

  • Manifest is assigned to organisation and location
  • Delivery is assigned to manifest, organisation and location

When creating a delivery, we want to assign manifest id, organisation id and location id. All three fields are available on the manifest. Which is the correct pattern?

  1. Use a visible field on the form and assign a default value
  2. Assign a value using a field linkage rule
  3. Assign the value using a workflow

Many thanks for your advice.

Thanks

Shaheed

2

All three methods are feasible, but it is recommended to use relational fields.

3

Yes i am using relationship fields. However, it’s just about what is the most efficient way to assign the value. When using the visible field, it doesn’t look the best because an ID field is appearing on the front end. However, my thinking is that it is the most efficient because there is no back end server workflow. However, I would be open to suggestions.