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Automatically Fill Fields with default Value


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Hi,

Re Voucher entry Window, Whenever user click on add button I want to fill Voucher status automatically  as “Approved”. 

 

What are the ways I can achieve this ?  

 

 

Best answer by Shehan Almeida

Hi Harsha,

 

This can be done by setting the default voucher series per user group as follows.

 

 

with this setup where the the user is linked to the user group AC  and when that user creates a voucher from the voucher type ‘M’ the status will be updated as ‘Approved.’ Once the new button is clicked.

This will not work if the voucher requires ‘Separate User Approval’ .

 

Hope this helps.

 

Best Regards,

Shehan Almeida.

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2 replies

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  • Superhero (Partner)
  • 364 replies
  • April 4, 2020

Harsha

 

You could set the field(s) you wish to default and save as a template.  Then set the template as default.

 

1. Insert new record and complete the fields that you would like to default.

2. Click the dropdown for Save button and select save as template and give the template a name.set 

3. Set the template as default.

When you create a new record the default values will be auto populated. 

Regards

 

John


Shehan Almeida
Superhero (Partner)
Forum|alt.badge.img+18
  • Superhero (Partner)
  • 270 replies
  • Answer
  • April 6, 2020

Hi Harsha,

 

This can be done by setting the default voucher series per user group as follows.

 

 

with this setup where the the user is linked to the user group AC  and when that user creates a voucher from the voucher type ‘M’ the status will be updated as ‘Approved.’ Once the new button is clicked.

This will not work if the voucher requires ‘Separate User Approval’ .

 

Hope this helps.

 

Best Regards,

Shehan Almeida.


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