contact address field auto-populates from account

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Russ
    Senior Member
    • Feb 2022
    • 512

    #1

    contact address field auto-populates from account

    Hey guys!

    There is a great feature that sometimes is very welcomed, but sometimes not.

    So we have an account with address and whenever we create 'add contact' (plus button), it auto-populates address from the account, which is in this case not what we need (company address could be 'A', while contact's personal address usually is 'B', but system always populates making us think we have many addresses while in reality 99% was auto-filled').

    Question: How can we stop this behavior on this particular instance?
    (video attached)

    Thank you
    Attached Files
  • heint
    Member
    • Jun 2025
    • 57

    #2
    Greetings, Russ,

    to remove this behavior from Espo, you need to make some decent code adjustments. I would recommend the following method with workflow:

    - Create the Boolean field for the Account entity (it will indicate whether you want to populate address fields or not).
    - recreate workflow below;
    Click image for larger version

Name:	image.png
Views:	0
Size:	25.4 KB
ID:	123692
    With the next Execute Formula Script action:

    Code:
     addressCity = null;
    addressCountry = null;
    addressState = null;
    addressStreet = null;
    addressPostalCode = null;
    Important: The PopulateAddressContact​ field is the exact Boolean field from step 1.

    Now, when you do not want to populate address information from account to contact, just check the corresponding Boolean checkbox. Ig you can create this Boolean field inside the Contact creation form, but this should be tested.

    Comment

    Working...