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Customer experience | Sales, Customer Insights,...
Suggested answer

How to autocomplete from Products to Name

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Posted on by 4

Hi,

i want if is possible after i lookup for a products to autocomplete in Name field. Or other solution related if you have.

1513.invoice.pnginvoice2.png

  • Suggested answer
    Chintan Patel Profile Picture
    100 on at
    RE: How to autocomplete from Products to Name

    Looks like "Name" field is read only in your case and hence you are not able to write in it .

    You need to make it non read only , then set up the workflow and then again make it read only .

    That should do the trick.

  • Marian Buruiana Profile Picture
    4 on at
    RE: How to autocomplete from Products to Name

    Hi, yes, you understand correctly and sound verry good your solution!

    I try to create a workflow, but i don't have "Invoice ID" in Look for. So, i create a workflow for Invoice line Entity ... an WORKS !!

    I cannot write in Name field, and i choose another field, if you have a tips for how to write in Name field, i appreciate!

    pastedimage1590669680056v4.png 

    Tnx,

  • Suggested answer
    Chintan Patel Profile Picture
    100 on at
    RE: How to autocomplete from Products to Name

    You can have a workflow on create of Invoice Product entity

    pastedimage1590652871441v1.pngpastedimage1590652917679v2.png

  • Suggested answer
    Johao Larios Profile Picture
    1,795 on at
    RE: How to autocomplete from Products to Name

    Hey  there,

    If I understand correctly, your flow is:

    You add an invoice line and you want to set the invoice name with the name of that product ?

    If yes, that's something that you could achieve with a javascript or a plugin.

    As the invoice already exists, what you could do is add a yes/no field at the invoice form. Then, write a JS that will check if you already have added some products to the invoice, if yes, do a retrieve of those guys and get the name for the first product and then set the name of the invoice record with that name.

    Once you have the yes/no field in the form, you can register the JS to run on the onChange of this guy.

    Regards,

    Please let me know if you have any more questions.

    if this answers your question, please mark it as answered.

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