Discussions
How can I perform a check against all records to pull in information?
I want to create a user event script for on record create to automate the process of adding an inventory item. We use the Display Name field as a common part between items that are similar. So when I go to create a new inventory item and I manually insert the display name, I would like additional fields to pre-populate from values of a matching record. There could be multiple matching records, but it doesn't matter which one it should pull it from as the information will be the same for everything.
Any ideas how to do the checking process?