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Question

Question

Can you have quickfields set the value of a field based on a different field

Quick Fields
Updated October 13, 2014
asked on October 12, 2014

For Example

2 Fields we are using on the template.   Case Number, and Case Type.

Case Type is a number 1-8.  That number is in the Case Number as the X in "##-X-#####-#"

 

Can Case  Type be populated in Real-Time during data entry in Quick Fields?  Or Failing that, when storing the document from Quick Fields?

 

(Already tried an Assign Token Values to create a token during Post-Processing with the Token being set as the field value)

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Replies

replied on October 13, 2014

If a user is manually entering that case number then I'd simply have QF kick off a workflow to extract that case type number out (and do with it whatever it is you need to do)

 

It can also do a check to make sure the case # is correct (i.e. if it's missing a number) and route that to an error folder/send an email/etc.

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replied on October 13, 2014

Field Lookup can populate fields in real-time based on manual data entry. You could use regular expressions to extract the character you want from the trigger field.

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