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Itemized Expense Type - Populate Required Fields with Values from Parent? — Cloud Customer Connect
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Itemized Expense Type - Populate Required Fields with Values from Parent?

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edited Feb 6, 2020 10:25PM in Expenses 6 comments

Summary

Is it possible to have the fields on the child items get defaulted to the values on their parent item?

Content

Our users are finding it redundant to fill in the required fields (some built-in and some custom DFFs) for the main expense item and then again for each of the itemized child items.  Is it possible to have the fields on the child items default to the values on the parent item?

Any assistance appreciated.  Thanks, Wendy

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