Design Options

The platform frequently provides multiple ways to get the job done. This page provides an index of options for common tasks.

Copying Data from Another Record?

• If you have a Lookup field that targets a record you want to copy from, you can automatically copy the data as part of the Lookup settings. This mechanism works for simple data fields like text, number, and dates. When the user selects a Lookup target, the field data is automatically copied.

Learn more: Lookup#Copy Data

• If you have more complex data like formula calculations or attachments, you can put a Rule in a Rule set, and invoke that Rule Set whenever a record is added or updated. In this case, you define the rules on the object you want to copy from, and then update the record you want to copy to.

Learn more:

• Rules and Rule Sets
• Rule Actions (add and update record]]

• To copy complex data from a target record, add post-selection JavaScript to the definition of the Lookup field.

Learn more: Post Selection JavaScript#Copy a Field from Another Record