Auto Complete Form Fields

Now, complete data entry rapidly by creating a new form and selecting the reference field that automatically prefills the other form fields.

Step 1: Navigate to the custom form within the project

Step 2: Click the + Add New button to create new records

Step 3: Select the reference field value from the drop-down list and observe that the value of the dependent field are auto-completed(non-editable and greyed-out)

Step 4: Save your settings

Related Tasks

Auto Complete Fields for Form Submission

Create a Master Module at Tenant Level

Create a Form at Tenant Level to Auto Complete Fields 

Design the Form with Custom Fields

Create a Custom Module Record

Define the Controlling Records and Visibility in Reference Table

Create a Form within the Custom Module

Design Form to Set Controlling Records for Selection and Data Prefill

Setup Workflow for the Custom Form

Design the Workflow and Publish

Import Master and Custom Modules

Place Master and Custom Module within Menus

Import Custom Module into Project

Provide Group and Workflow Permission for Custom Module within a Project

Add Records to Auto-Complete Fields