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Question

Dynamic Template Fields - parent designation question

asked on June 8, 2017

I have a customer with template fields:

    Customer ID

    Customer Name

 

Some of the users work by Customer Id and want to select the Customer ID and have Customer Name dynamically populated.  Other users work by Customer Name so they want to select the Customer Name and have the Customer ID dynamically populated.  Is there any way to configure the dynamic fields to accommodate this?

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Replies

replied on January 31, 2019

I have a client with the exact same scenario, did you ever get a solution?

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