how can I autofill a cell with a value, based on the value of another cell;
in concreto:
country of Customer is “FRANCE”;
customer is used in Business Opportunity; the field “Region” should be filled with A (rule: if France, then A):
..it should have something to do with “conditional fields”:
Userlevel 5
+11
Hi,
There is a functionality in IFS call “conditional filed”. Please refer the documentation.
/Savinda
my guess would then be the “Add Value Set Action”; but this has been deactivated c.q. greyed out;
is this a system setting, or not all fields can be filled this way?
Userlevel 7
+21
Your guess is more or less correct. However the Add Value Set Action is only available on certain fields. So in your example, it is not possible as only Mandatory or Read Only can be set.
What I would suggest is to use the region from the customer settings:
Oddly enough, this value is not picked up when the customer is selected for a new business opportunity.
Two alternatives:
- Prepare an LCS case to explain that it is weird that it does not pick this region up as default value from customer information
- Prepare an event that will update the business opportunity with the value from the customer info. Make sure that this is only done if the field is left blank.
Regards,
Steve
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