Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a related field value changes.
Steps For Using Auto Populate Fields Features :
To open the Administration Page, Click on Admin tab, as shown in below screenshot.
Open Administration page, Click on Auto Populate Fields from the Other section.
On click of link, Auto Populate Fields listview page will be open. (Note: If there is no record, than it will show, message “You currently have no records saved.CREATE one now.” as shown in the below screenshot).
On click of CREATE link, Auto Populate Fields page will be open, as shown in the below screenshot. Select Primary Module, Secondary Module and Status and then click on NEXT button to go to next step.
(Note: you can also click on Field Mapping, to go to next step.)
CANCEL button is used to redirect to the listview of the auto populate fields.
CLEAR button is used to clear the data selected/filled for all the fields.
Mapping fields of Secondary module to Primary module for auto populate values. After mapping fields, Click on NEXT Button.
Click on “-” button for remove mapped fields from configuration
To calculate field select functions, create formula and select primary module field for auto populate values.
After clicking SAVE button, listview will be displayed as shown in the below screenshot.
To update auto populate fields record, click on pencil icon as shown in the below screenshot.
To delete auto populate fields record, select checkbox of particular record and click on delete icon as shown in the below screenshot.
Suppose we have Primary Module as Contact and Secondary Module as Account. Open Editview of Primary Module(Contact) and select account from it. Once you will select Account, it will auto fill up all fields which you have configured. You can see in below screenshot.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Related Record Creator
RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
MTS Field Highlight
MTS Field Highlight is an add-on that helps you highlight important fields on a record. For example, if the phone number field is important to your business because you do a heavy volume of outbound calling you can have that field highlighted so that eyes are able to find that field quickly. Similar...