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Formula show address when Account is selected

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  • Formula show address when Account is selected

    CLOUD VERSION: Want to know the best way, Formula or Workflow to show the address when the Account is selected.

    Except for State and Zip fields which didn't show, these statements below worked once (and works in the Sandbox) but doesn't update the address when a user saves then opens and selects a different Account.
    • entity\setAttribute('sessionAddressStreet', account.billingAddressStreet);
    • entity\setAttribute('sessionAddressCity', account.billingAddressCity);
    Suggestions on the right way to do this?


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  • #2
    Ok this is working now, I had the wrong "account" field for input, in case anyone else is needing a tip, here is what I am using

    entity\setAttribute('sessionAddressStreet', account.billingAddressStreet);
    entity\setAttribute('sessionAddressCity', account.billingAddressCity);
    entity\setAttribute('sessionAddressState', account.billingAddressState);
    entity\setAttribute('sessionAddressZip', account.billingAddressZip);

    Click image for larger version  Name:	image.png Views:	0 Size:	3.0 KB ID:	96877​ ​

    It now adds the address when saved if the admin selects "in person"

    ---> This will work as the admin will be creating this, Ill make the addr read-only, the mentor just adds their name to sign up
    repurposing the Meeting module just FYI

    Welcome other ideas to do this simpler like use the actual field "account.billing.AddressCity", etc.

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