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pgriffith
New Member

Australia
6 Posts

Posted - 10/24/2017 :  22:28:38  Show Profile
Hi all

Is there a way to copy the result of a formula field to a custom text field?

The reason I want to do this is as follows;

Trying to customize the SYS-EmailPO Subject header
The default is "Purchase Order for Order# xxxx - firstline item description"

I want to format it as QuoteNO. - PO - BilltoCompany

I've created a formula field that takes the default Quote number, that strips the 3 letter prefix and the Q from it, and takes the A off the end when it's used as a PO number.

So I want to turn this Purchase Order for Order#39TQ2490-03A - HP Colour Printer
Into this 2490-03 - PO - CustomerX

I figure I can populate say CustomText24 with the output of the formula field that produces "2490-03" I can use that field in the mail header and everything will be sweet.

My main reason for doing this is so a PO number can be easily searched for in Outlook without having to type the prefix and Q every single time. Much easier to just search for 2490

Help? :)

stevesiggs
QuoteWerks Genius

United Kingdom
2163 Posts

Posted - 10/25/2017 :  04:28:34  Show Profile  Visit stevesiggs's Homepage
quote:
Originally posted by pgriffith

Is there a way to copy the result of a formula field to a custom text field?

Take a look at QuoteWerks scripting features - https://www.quotewerks.com/helpfile/qwhelp.htm?quotewerksscripting.htm

Note that scripting is supported with the Corporate edition only but offers great flexibility for the type of thing that you have described.

If you do not have access to a developer, then please get in touch - steve@hilltopsit.co.uk - this looks like a very straightforward script which wouldn't take more than an hour or so to complete.

Hope this helps,

Stephen Siggs
Hilltops IT / ConnectIt Software
QuoteWerks Solution & Development Partner since 2005

Skype: stephen.siggs
Tel: +44(0) 344 357 7360
Cell: +44(0) 7875 423661
Email: steve@hilltopsit.co.uk
QuoteWerks services - www.hilltopsit.co.uk/quotewerks
QuoteWerks add-ons - www.connectit-software.co.uk
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