Code to copy contents of field on one form to field on another in SPM

Trish Mac · ‎08-24-2023

Hello, I'm not a coder and I'm hoping this is a relatively simple request.

We've been asked to copy the contetns of the Cost plan field to the GL Account filed on an Expense Line form. See below. Will this require coding or what do you suggest? Thanks very much.

--Trish

Bert_c1 · ‎08-24-2023

Hi Trish,

I believe a Business Rule may be needed, with Javascript to update records in one table based on values in another table. There are plenty of examples in your instance.

There is a newer feature: "Flows" that may work too, to avoid coding. See:

Flows

Trish Mac · ‎08-24-2023

Thanks Bert_c1. I didn't consider Flows. I've been working in them lately to build a Jira integration with Jira Spoke. I'll take a look at that and also see if I can find examples within my own instance of what I'm looking for. Much appreciated.

Bert_c1 · ‎08-24-2023

Hi Trish,

There are Community members that can help with that feature, YouTube videos exist on that too.

https://www.youtube.com/watch?v=qeSumpq0KVM