Is this possible without scripting?
I have a custom record with ZIP and Region fields. On the SO, I have the same fields. When I fill out the ZIP field, I want to automatically populate the Region field on the SO (based on the custom record entries).
l
Luiz Morais
12/30/2024, 1:00 PM
You can achieve that usingName field to store the ZIP Code then creating a List/record on SO where the user enter the ZIP (only existing zip code will be allowed) then sourcing Region field value from ZIP custom record linked to ZIP field
m
MGBC
12/30/2024, 4:13 PM
The Zip field on the SO would need to be a custom field that references your custom record
MGBC
12/30/2024, 4:14 PM
(Also the Zip would need to be the name field of your custom record so it shows in the list properly)
l
Luis
12/31/2024, 2:51 AM
Thanks. Sorry, I might have oversimplified the use case. The ZIP Code is not manually populated. It should be based on the shipping address zip code. I was able to filter the custom record list in the SO based on the shipping address zip code based on the filter defined in the custom field. But what I would have hoped is that the custom record field in the SO is automatically populated and not just filtered.