Copy field value into another field in a Template

Markell
Tera Guru

Hi guys.

 

Not sure if this is doable but in a template is it possible to e.g copy the "opened by" field value and then put that value into e.g the description value?

 

Not sure where to start here as I doubt it would by e client script or BR on the template table so I'm not entirely sure how to do this before jus trying another method I thought might work. 

Just wanted to know if this is possible and if so, how?

1 ACCEPTED SOLUTION

Sandeep Rajput
Tera Patron
Tera Patron

@Markell If you wish to copy the opened by value in description, then instead of doing it from the HR Template you should be using an onBefore Insert business rule script to copy values. 

 

Here are the steps to achieve this functionality.

 

Create an onBefore Insert business rule on your table.

Screenshot 2023-07-24 at 9.42.40 PM.pngScreenshot 2023-07-24 at 9.41.50 PM.png

Here is the script which you need to user to copy the values from opened_by.

	current.rich_description = current.opened_by.first_name+ '' + current.opened_by.last_name;

Hope this helps.

 

 

View solution in original post

2 REPLIES 2

Sandeep Rajput
Tera Patron
Tera Patron

@Markell If you wish to copy the opened by value in description, then instead of doing it from the HR Template you should be using an onBefore Insert business rule script to copy values. 

 

Here are the steps to achieve this functionality.

 

Create an onBefore Insert business rule on your table.

Screenshot 2023-07-24 at 9.42.40 PM.pngScreenshot 2023-07-24 at 9.41.50 PM.png

Here is the script which you need to user to copy the values from opened_by.

	current.rich_description = current.opened_by.first_name+ '' + current.opened_by.last_name;

Hope this helps.

 

 

Markell
Tera Guru

Thanks. This is what I would try in general but was checking if it was possible from a template