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