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TOPIC: Auto filling fields from one module when another is created

Auto filling fields from one module when another is created 2 months 6 days ago #69210

  • seanfdo
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Hi All,

I am trying to achieve the following.

I have created 2 custom fields in ACCOUNT (Company & Location)
Also I have created the same custom fields in USER. I have updated the company and location fields in the USER module

I want the company and location from USER to ACCOUNT when I create a new Account.

Appreciate the help very much

Regards

Sean
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Auto filling fields from one module when another is created 2 months 6 days ago #69216

  • samus-aran
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This is to be triggered when said USER creates an ACCOUNT? Or that you can select which USER is linked to the ACCOUNT?

User = assigned user right?

There are two ways of doing this. Create a logic hook to update the fields with assigned user or current user or use workflows and calculated fields as actions.
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Last Edit: 2 months 6 days ago by samus-aran.
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Auto filling fields from one module when another is created 2 months 6 days ago #69230

  • seanfdo
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Thanks very much for the response.

Yes This is to be triggered when said USER creates an ACCOUNT.

Would you be able to help me with some example's of code or workflow?
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Auto filling fields from one module when another is created 2 months 6 days ago #69263

  • seanfdo
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Thanks so much for your advice... I have managed to do it via calculated fields in the workflow
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Auto filling fields from one module when another is created 2 months 1 day ago #69485

  • l.horstink
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It would be great if you could post the workflow to suitecrm.com/suitecrm/forum/suitecrm-7-0...anyone-got-any#69399 :)
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