Hi friends,
How to auto fill the state, city fields based on given Zip code value.
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Either you will have to store the data in a separate entity in CRM so that you can fetch the details. Or you can use an external API which sends back state and city fields based on zip.
Step 1: Create new entity by going in Settings Customizations Customize the System
Step 2: Create required fields in newly created entity
Step 3: Save multiple records against newly created Entity: -
Step 4: Go to Settings Customizations Customize the System Entities
Step 5: Drag and drop fields as required in ‘Quick View Form’: -
Step 6: Save and Publish the changes.
Step 7: Go to Entity where variants need to use. Create N:1 relationship with the newly created entity.
Fill mandatory fields and Save and Close
Step 8: Click on Forms and main form:
Step 9: Go to Tab Insert Quick View Form
Step 10: Using Quick View use newly created entity field.
Step 11: Create new field as look up in “Account” Entity
Step 12: Use created new Entity and ‘Quick Form field’ at Form
Step 13: Go to Home Save Publish the changes.
Step 14: Go to Sales Account Create new account
Step 15: User now able to select values in drop-down: Jelly Fish and its respective values appears in grid.
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