Hi All, Is there any way to auto-populate fields based on another field when uploading vendor invoices via CSV? Basically, when we raise a vendor invoice manually, a few mandatory fields in the body of the expenses will be auto-populated based on the Project we choose in the header of the invoice. Is there any way to achieve it via CSV uploads? Thank you!

Have you tried a workflow?

We need to upload invoices via CSV and it returns an error as those fields are mandatory. Is there a way to create a workflow to populate those mandatory fields based on another field when uploading a file via CSV? Thank you!

if the field is mandatory on the form, you'd have to map something there to populate it...but then the workflow would trigger and update that field to whatever value you want

Ahh, I got you, thank you!