When i create a quote, how to automatic be transfered the content from a custom field in an account to a custom field in a quote

SuiteCRM Forum - English Language Developer Collaboration
#1

Hello,

I would like to ask you a question. I have created 2 custom fields with the same name,one in accounts and one in quotes. I would like these 2 fields to have the same content. I mean when i am in an account and i create a quote, i would like the quote to have the same content as it is in account. . Is there any way to do it with workflow or some other solution? This happens automatically for some default fields (street,City,Postal Code…), but how can i set for custom field?

Thank you very much.

#2

This may help you

1 Like
#4

I want to do the same thing with a small difference. when i am in an account, i want to create a quote. Some information like billing address… transfer automatically but my custom field not…

I add in /modules/Accounts/metadata/editviewdefs.php this part of code:

2 =>
array (
0 =>
array (
‘name’ => ‘afm2_c’,
‘label’ => ‘LBL_AFM2’,
‘displayParams’ =>
array(
‘afm_timologisis_c’=> array(
‘name’ => ‘afm2_c’,
),
),
),

I want the value afm_timilogisis_c in quotes to take the value afm2_c from accounts
But doesn’t work? Is anything false? Must i add this code in another file? Must i change anything?

Thanks
#5

You missed field_to_name_array inside displayParams
Have another look at the example.

#6

I thought that field_to_name_array is the field (afm_timologisis_c). What must i put there, could you please ηhelp me with the code?

Thanks