Difference between revisions of "Design Options"
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==How Do I Copy Data from a Field in Another Record?== | ==How Do I Copy Data from a Field in Another Record?== | ||
:* If you have a Lookup to that record, you can automatically copy data from from fields in the target record using the [[Lookup#Copy Data]] functionality. This mechanism works for simple data fields like text, number, and dates. | |||
:* If you have more complex data like formula calculations or attachments, you can define Rules in a Rule set, and invoke that Rule Set when a record is added or updated, using [[Record Events]]. | |||
:* If you want the data to appear in a form as the user is entering data (rather than waiting until the record is created or updated), you can do it using JavaScript code in a [[Field Script]]. | |||
:: ''Learn more:'' [[JavaScript#Copy Field Data]] | |||
==How Do I Summarize Data from Multiple Records?== | ==How Do I Summarize Data from Multiple Records?== | ||
Revision as of 20:21, 21 May 2014
The platform frequently provides multiple ways to get the job done. This page provides an index of options for common tasks.
How Do I Copy Data from a Field in Another Record?
- If you have a Lookup to that record, you can automatically copy data from from fields in the target record using the Lookup#Copy Data functionality. This mechanism works for simple data fields like text, number, and dates.
- If you have more complex data like formula calculations or attachments, you can define Rules in a Rule set, and invoke that Rule Set when a record is added or updated, using Record Events.
- If you want the data to appear in a form as the user is entering data (rather than waiting until the record is created or updated), you can do it using JavaScript code in a Field Script.
- Learn more: JavaScript#Copy Field Data