Saving Data to another entity/form

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Posted on by KaeL

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i there a way that i can save or transfer data to another entity/form without going to other entity?

for example i have a A_field(single line of text field) to the ABC entity/form and the A_field has a data and upon saving the data, i there a way that the data on the A_field will save also to the B_field to DEF entity/form without going to this entity?

Thanks in advance. :)

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Ben Thompson 6,350 on at

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The easiest way to do that would be to use a workflow to take the data in a_field and update the field in the second entity. You will however have to have a link to the second entity on the first entity otherwise you will need to use a plugin to find the second entity(s) that need to be updated.

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KaeL 224 on at

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What i did i add a relationship from abc entity to def entity and add a data mapping for each field. but this process did not work. Thank you so much for the reply i try to work again using the workflow.

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RaviKashyap 55,410 Moderator on at

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Hi,

Field mapping only works when you create the child record from the parent. So if you have a lookup on def entity for abc entity then if you create a def entity record from abc entity then the mapping will work fine. Due this this limitation (i.e. field mapping works on create) it is sometime prefered to write a workflow and update the calues in child entity from parent.

Hope this helps.

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Mahendar Pal 45,095 on at

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In addition to workflow and plugin, you can also write WebAPI update call based on other entity id. You can use Restbuilder in case you want to write WebAPI request.

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gdas 50,091 Moderator on at

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If my understanding is correct you need to update fields in another entity records. In that case I believe you know which records you want to update and probably this should be related record . In that case I would suggest create workflow to update the DEF entity fields .

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