Design Options

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