Automatic loading of data on Invoice

[binshadme]

Dear team,
When we create invoice, We can choose a contact from the list. if we select, it will automatically fillup datas in ( shipping address and billing address).
Similarly i want to auto fillup data from contact to invoice field.

Howits possible ?

[lazovic]

Hi binshadme,

Maybe this video instruction can be useful (requires some codding skills): https://www.youtube.com/watch?v=MdaJIGxOWpU.

[rabii]

Please note that there are two relationships between contact and invoice (billingContact => Invoice (Billing) & shippingContact => Invoice (Shipping)) which means you need to create a custom contact detail view which inherits the existing contact detail view and just add your mapping to relatedAttributeMap. Also you will need to add both Invoice (Billing) & Invoice (Shipping) to your contact bottom relationships panel. Please see below an example (tested it and it works)

Espo.define('custom:views/contact/detail', 'crm:views/contact/detail', function (Dep) {

return Dep.extend({

relatedAttributeMap: {
'invoicesBilling': {
'addressStreet': 'billingAddressStreet',
'addressCity': 'billingAddressCity',
'addressState': 'billingAddressState',
'addressPostalCode': 'billingAddressPostalCode',
'addressCountry': 'billingAddressCountry'
},
'invoicesShipping': {
'addressStreet': 'shippingAddressStreet',
'addressCity': 'shippingAddressCity',
'addressState': 'shippingAddressState',
'addressPostalCode': 'shippingAddressPostalCode',
'addressCountry': 'shippingAddressCountry'
}
}

});
});
​