Method Community

I have a "Call Report" Screen and it has a "Field Service Report" Section, I also have a Field Service Report Screen.

I create a Call Report and save it.  Then after, if someone goes out to the Field to work on something related to the Call they create  a Field Service Report.

Then I have to manually cut and past the notes from the Field Service Report screen into the FSR section on the Call Report.

Is there a way to have a button or something that the user can click when they are done with the FSR, that will copy the FSR notes section into the section of the corresponding call report. 

keep in mind this call report will have already been saved and is on another screen. 

The call report # is referenced on the Field service report screen.

Hey Greg,

This is something that can be done with some slight customization. Using a feature called “Shared Result”. The idea would be to pull the result from 1 field and place it into another. I hope this helps you get going in the right direction.