Copy Fields when Table Changes

[Elizabeth26]

We have a custom scoped app with custom tables.

We have a case record and sometimes it changes between table.

Let's say between x_customer and then changes to x_support

When it changes tables sometimes the same fields do not exist between the 2 tables.

If I have some fields from the original table that I want to copy to the destination table but they don't exist there. What is the best way? Could I select fields to copy in a business rule to let's say the notes field which exists on both tables?

[Allen Andreas]

Hi,

If the two tables don't have the same sort of fields to house that data, but they will be common tables that could share that data (or pass records to and from)...you'd first want to consider creating the fields to house that data so that they can easily pass data to and from. If that's not a good outcome, then what most would do is take the fields in question and then place the information (string) into a field like "Description" for example. Alternatively, as you've mentioned, you could put them into the work notes.

[Elizabeth26]

Is there a way to add a section from the form into the notes section?

[Allen Andreas]

Hi @Elizabeth26 

I believe you mean that you want to add fields that are in a section, to the notes tab of the form?

If so, you can navigate to a record on that table, open it, right-click the gray header area/use context menu and choose Configure > Form Design and within that, you'll see a section labeled notes, from there, you can build that out to your liking. Alternatively, you could try using Configure > Form Layout as well.