Auto Fill fields

ERP•AI guide 2 min read Article 8 of 10 in Fields (columns)

An Auto Fill field looks up a matching record in another table and copies values from it into this record. Use it to:

  • Fill in a price from a Products table when a product code is entered
  • Copy a customer’s email or address onto an order or invoice
  • Suggest values to users instead of filling them in automatically
  • Keep a snapshot of a value at the time the record was created

Create an Auto Fill field

  1. Click + Column → Auto Fill.
  2. Enter the Property name (for example Customer Email).
  3. Configure Auto Fill settings:
SettingDescription
Source TableThe table to look up, for example Customers or Users
Filters → + Add filterHow to find the matching record: pick a column in the source table, an operator (for example Equals), and a value. The value can be fixed, a field of the current record ((x)), or a formula (ƒx). Click + Add condition to add more rules.
Map Output to FieldsIn this column ← From [Source Table]: choose which source field to copy. Click + Add output to fill in several fields of this record at once.
ModeFill automatically: the value is filled in for the user.Suggest options: matching values are offered for the user to choose from.
Allow multiple selectionsLets several matching values be selected
Trigger ColumnsThe fields whose changes cause the Auto Fill to run again (for example, re-run when Customer changes)
  1. Click Save.
Auto Fill settings: filter, output mapping, mode, and trigger columns
Auto Fill settings: filter, output mapping, mode, and trigger columns

Auto Fill, Formula, or Rollup?

You want to…Use
Calculate from fields on the same recordFormula
Summarize many child records onto a parentRollup
Copy values from one matching record in another tableAuto Fill

Tips

  • The (x) value picker only shows fields whose type matches the column you’re filtering on. Match text to text, number to number, and so on.
  • Choose Trigger Columns carefully. If you don’t pick the field the filter depends on, the value won’t update when that field changes.

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