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Auto populate field based on another field?

New Member
Posts: 13
Country: Australia

Auto populate field based on another field?

Here it the scenario:
 
Staff here are lazy and forget to change ID/STATUS from 'Prospective' to 'Customer' when we first have work done for a client.
 
We also keep the Invoice number for the last job in a ACT user field called  INVOICE NO.
 
Is there a way to automatically change the ID/STATUS field from PROSPECTIVE to CUSTOMER when my INVOICE NO. field is non-empty?
 
Thanks
Adam
Adam Wilson
TCA High Power Testing Lab
Nickel Super Contributor
Posts: 441
Country: UK

Re: Auto populate field based on another field?

Automatically you would need a plugin, we can do this for you.  Alternatively you can do it manually by following the steps below:
 
1: Lookup Invoice number and select empty field
2. Click Edit -> Replace -> Select ID/Status and value Customer.
3. Click OK.
 
Tom
Platinum Elite Contributor
Posts: 14,384
Country: Australia