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.
#3887 - Autopopulate on create
Question, I want to autopopulate a field on create without chossing a related record as it is already prepopulated. Example if you have an Opportunity and it has a sub panel of Quote and you click on Create for Quote the Quote already populates the Opportunity Name as well as the Account Name. There is a field in the Opportunity table that I want copied over to the Quote section. If I click on the Related Opportunity and reselect it the field I want get's populated. Since the field is already autopopulated by SuiteCRM I do not my users to have to reselected the Opportunity. Is there a way to auto trigger the auto populate feature on form Create? Thanks Steve
Stephenmorton
2 years ago
Hello,
Currently Auto Populate works once you select the Relate Field in the Add/Editview of the Module. In your Scenario, You have Opportunity Module and it has Quote Subpanel. So you're Creating the Quote from the Subpanel. Once you click on the Create Button from the Quote Subpanel, it's opening the Full Form instead of Quick Create that's the reason it's not auto fill up all other fields value. If any Subpanel open the Quick Create then it'll auto fill up the value in fields as configured.
Regards, Variance Infotech PVT LTD
2 years ago
Ah makes sense. I will give it a try. Thank You for your response.
2 years ago
Hello,
Hope you will get the clarification of your Question.
Currently we're closing this Case.
Regards, Variance Infotech PVT LTD