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copied!<p>Regarding the first part of your question<br> <em>"What I have in mind is to create a hidden field in Bookings that is populated when I choose one of the options from Discharge drop down and based on that field the record should shift the view in Bookings. But how do I populate the hidden field?"</em></p> <p>If the field is not on a form you can't set its value hence the following: I don't believe you can set a hidden field using a workflow. However there is a 'visibility' option on the form designer.</p> <p>I suggest you add your "hidden" field to the form. Then double click on it and toggle the "Visible by default" checkbox. This will hide the field from the user.</p> <p>You can then set the value of this field using a workflow.</p> <p>Regarding part two of your question<br> <em>I don't want to choose the record in Booking entity but directly update it from Discharge. There are some fields and their values common in both forms, can I create a relationship based on that</em></p> <p>You have a 1:N relationship however you want to set the related Booking Dynamically is this correct? You cannot select a Booking in the lookup field based on criteria from a workflow. You would need to use a plugin.</p> <p>If the Discharge has a related Booking (the Booking lookup on Discharge is already set) then you can use a workflow to either: 1) Set a field value (Using 'Update Record' in the Workflow steps) in the parent Booking 2) set to Inactive (Using 'Change Status' in the Workflow steps) in the parent Booking</p>

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