Hello,
I have address fields in the Account Model that I would like to have autopopulated in the Opportunity Model, or at least have a button that will bring them over.
From my understanding, to create a button I will need add a page title section and add a button that performs multiple actions with an action for each field I want to bring over. If this is correct, I’m not sure what value I should be using for each action. I currently have the first action as:
Action Type: Update a field on rows
Model: Opportunity
Field: AVSFQB_Billing_Address_C
Value: ???
I want to bring over a field from the Account model.
Thanks for your help
Question
Update Field from Opportunity Model with Data in field from Account Model
+1This topic has been closed for replies.
+18- Nintex Employee
Hi David! So for the value you just need to use a template to bring in the field value from the Accounts Model. something like {{$Model.MyAccountModel.data.0.BillingAddress}} where “MyAccountModel” is the name of the Account Model on your page, of course and “BillingAddress” is the name of the field on that model.
Note: this will only bring in the field value from the first row in the Account model.
+18- Nintex Employee
Also, you can find more information in this related topic: Question updating field in one model with field from another model.
+1Hi Anna,
Thanks so much for the quick reply. That did the trick. Where would I find more information on building the templates ( {{$Model.MyAccountModel.data.0.BillingAddress}} )?
Thanks again!
+17- Nintex Employee
David, look at this document: http://help.skuidify.com/m/11720/l/187263-global-merge-variables-functions
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