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Question

Question

how to create dynamic fields

asked on March 28, 2016

how would I setup dynamic fields if Vendor Name was selected and we want Vendor Number to autofill?

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SELECTED ANSWER
replied on March 28, 2016 Show version history

Hi Casey,

Assuming you have an external table connected that has the Vendor name and number information, you only need to create a template and define the dynamic field information,  the key to auto filling the Vendor number is using the parent field to key off the vendor name.

I have a database table connected called 'vendor' with two columns,  vendorName and vendorNumber.

First I create my template with my metadata fields in the General Tab:

 

Next I configure the dynamic field tab,  first with a lookup on the vendorName and 2nd the vendorNumber with the Vendor Name as the parent field to key off of.

Now as I fill out the template, once the Vendor Name is unique, the vendor number will autofill.

Hope this helps get you started.   

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