ANS-1224 · CUSTOM FIELDS, RECORDS & FORMS
How to Automatically Populate Billing Manager on Projects and Sales Orders?
Learn how to configure custom fields with sourcing to automatically assign a default billing manager from a customer record to related projects and sales orders without using workflows.
Short answer
To automatically populate the Billing Manager on child records like projects and sales orders, configure custom List/Record fields. For projects, source the custom entity field from the 'Parent' record's 'Billing Manager'. For sales orders, create a transaction body field and source it from the 'Customer' record's 'Billing Manager' field.
Scenario
Users need to ensure that the 'Billing Manager' field is automatically populated on newly created project records and sales orders. This default value should be sourced directly from the associated customer record, eliminating the need for manual entry or complex workflow configurations.
Solution
To automatically populate the Billing Manager field on child records without workflows, configure custom fields with specific sourcing rules.
For Populating Billing Manager on the Project Record:
n1. Apply a custom entity field named "Billing Manager" on both the customer and project records.n * Type: List/Recordn * List/Record: Employeen * Store value = Truen2. Under the Sourcing & Filtering Subtab for this field on the project record, configure the following:n * Source List: Parentn * Source from: Billing ManagernnFor Populating Billing Manager on the Sales Order Record:n1. Create a transaction body field to hold the value for the billing manager on the sales order.n * Type: List/Recordn * List/Record: Employeen * Store value: Truen * Apply that field on "Sale"n2. Under the Sourcing & Filtering subtab for this transaction body field, configure the following:n * Source list: Customern * Source from: Billing manager
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