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Auto Fill Fields from One Entity to Another

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  • Auto Fill Fields from One Entity to Another

    Hi,

    I'm trying to figure out how to make information from my Accounts entity auto-fill in information to the billing entity.
    I want to be able to hit the plus button on the billing in the Account entity and have the client ID, first name, and the last name be automatically filled in.

    Thanks for any help!

  • #2
    Hello,
    This tutorial should be able to help you: https://www.youtube.com/watch?v=MdaJIGxOWpU

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    • #3
      Thanks for the help!

      Is there a little more in-depth walkthrough? I am not super familiar with coding for websites. I understand the general principles from learning SAS, R, and a little bit of python but I don't understand where I'm supposed to get the example code shown in the tutorial or where exactly to put the new code to get this result.

      Thanks!

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      • #4
        Hello,

        you have to Extend the Account view
        https://docs.espocrm.com/development/custom-views/

        Tell me if you need further help!

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