Is there a way to autofill a transaction line fiel...
# administration
k
Is there a way to autofill a transaction line field from a body field? (Job ID on Sales Order to Job ID on each line, for example). I can do it on submit via workflow, but looking for a way to have it just automatically populate when the line is entered.
k
Client script should be able to do this.
k
yeah. I figured. My scripting skills are somewhat subpar - I’m just learning. LOL. I guess it’s probably simple enough though.
s
If the data is on a body field, why would you want same data on line field (or is it required down there)?
k
most commonly I see a need for this on a mandatory field
i.e class/dept/location
normally - I help reduce the need for this by hiding the column on the form - and then new transactions booked will carry it through without the need for script
however - that's not 100% reliable - and so it's just easier to script it
s
Yeah but then therse always some case where they want to be able to fill out in the list manually sometimes
k
i Also frequently see it when someone wants a default - and be able to change it
k
So, here’s the deal: Some transactions need it on the line level, because there may be a different value for each line (such as shipping expenses that are billed later - think UPS bills), but on the sales/purchase transactions it will all be matching the value on the body field, so they want to enter that and have it auto fill so they don’t need to enter it on each line.
s
Yeah script sounds easy enough, also workflow is nice since its really clear for a non-dev to tell how its getting populated.