I've created custom Order and Product entities because the default entities are a bit too complex for my liking. I'm looking to establish a hierarchy of the following related records: Account > Order > Product
Some considerations:
- The Account field is required for both Orders and Products (every Order and Product is linked to an Account)
- Products need to be able to be associated with BOTH Orders and Accounts, but also with JUST an Account (new Products will be added through new Orders but existing Products need to be added directly to Accounts without an Order)
I'm looking to automatically associate a new Product with both the related Order and Account from the Product quick create form found on my Order form. In other words, when I'm creating a new Order, how can I also make the related Account auto-populate when I add Products to the Order? This would be similar to when you create an Opportunity from a Contact record and the Account is automatically linked as well.
Put simply, how can I make the Account that is shown in the background of the screenshot below automatically populate the Account field on my Product quick create form?
