Method Community

I have a field in my customer screen called "crew leader", I want this to be autofilled when I select the team for that customer (a dropdown field showing all the differents team)

How can I do this?

Hi Marcelo,

You should be able to do this using some Actions for the Text Change event on your Teams dropdown.

From the screen designer, click Edit for the dropdown containing your Teams and Click Next to go to Step 2 of 6.

1. Select the Text Change event from the dropdown and select the Retrieve Value from Screen action, click Add Action:
1. Select value: Team (this will be whatever your Team dropdown is named)
2. Dropdown Attribute: Value (RecordID)
3. Action Result name: I named mine ARTeamID
4. Click Save & Close
2. Select the Text Change event from the dropdown and select the Retrieve Value from Table action, click Add Action:
1. From Table: TeamMembers
   From Field: TeamLeaderUser_RecordID
2. Where Field: RecordID
   value is: Action Result
   ARTeamID (whatever you named your Action Result from earlier)
   
3. Place value in: Action Result
   I named mine ARTLUserID
4. Click Save & Close
3. Select the Text Change event from the dropdown and select the Enter Value Into Field On Screen action, click Add Action:
1. Update field or object: Team Leader
2. Dropdown Attribute: Value (RecordID)
3. With the Value: Action Result
   ARTLUserID (whatever you named your second Action Result)
4. Click Save & Close
4. Click Finish, then Publish and Save & Close the designer

That should do the trick.

Hope this helps.

- Justin

Is not working for me, I think it may have to do with the way my teams are created

Can't make it work

Never mind is working now.

But, what would happen if I make changes in my teams, for example one od the team has a new team leader , will the field be updated ?

I gave up, not working properly

When I select the crew and save, it is fine but it saves the same crew leader for all customers

Finally I made it work, I was putting the action result into a text box and not a field from the customer table.

So my only question is what happens when I change a team leader in one of my teams?

Marcelo,

This is how I set my Customer table up to work with this:

1. Add a New Field:
1. Field name: Team
2. Field Type: Dropdown
3. Click Add Field
1. Select Choose from an existing Table and click Next
2. Select the table: TeamMembers
3. Choose a text field containing the choices: TeamName
4. Click Finish
2. Add a New Field:
1. Field name: TeamLeader
2. Field Type: Dropdown
3. Click Add Field
1. Select Choose from an existing Table and click Next
2. Select the table: Users
3. Choose a text field containing the choices: UserName
4. Click Finish

This setup will auto-populate your Team Leader dropdown with the selected Team's Leader, but will allow you to change it to any user in your system and save it on a per customer basis. It would be useful if you wanted to pick a Team Leader that does not necessarily correlate with the specified Team's actual Leader. This setup will not auto-update your customers with new Team Leaders if you change a Team's Leader in the TeamMembers table.

If you would like to have the Team Leader auto-update for your Customers when you change it in the TeamMembers table, you would want to use a Linked Field for the TeamLeader field instead of a dropdown. If you do this, you will not be able to change the Team Leader on the Edit Customer screen, you will have to change the Team Leader for the whole Team in the TeamMembers table. Here's how to add the fields to your Customer table to get it to work this way:

1. Add a New Field:
1. Field name: Team
2. Field Type: Dropdown
3. Click Add Field
1. Select Choose from an existing Table and click Next
2. Select the table: TeamMembers
3. Choose a text field containing the choices: TeamName
4. Click Finish
2. Add a Linked Field:
1. Link Using: Team
2. Linked Field: TeamLeaderUser
3. Display As: TeamLeader
4. Click Add Field

Then, you'll want to set up your Text Change actions for the Team dropdown like this (I've underlined any changes I made from my first reply):

1. Select the Text Change event from the dropdown and select the Retrieve Value from Screen action, click Add Action:
1. Select value: Team (this will be whatever your Team dropdown is named)
2. Dropdown Attribute: Value (RecordID)
3. Action Result name: I named mine ARTeamID
4. Click Save & Close
2. Select the Text Change event from the dropdown and select the Retrieve Value from Table action, click Add Action:
1. From Table: TeamMembers
   From Field: TeamLeaderUser
2. Where Field: RecordID
   value is: Action Result
   ARTeamID (whatever you named your Action Result from earlier)
   
3. Place value in: Action Result
   I named mine ARTLUser
4. Click Save & Close
3. Select the Text Change event from the dropdown and select the Enter Value Into Field On Screen action, click Add Action:
1. Update field or object: Team Leader
2. With the Value: Action Result
   ARTLUser (whatever you named your second Action Result)
3. Click Save & Close
4. I also made the Team Leader field on the screen Read Only, since it's a Linked Field and cannot be changed on the database level anyway
5. Click Finish, then Publish and Save & Close the designer

Let me know if that works for you.

- Justin

The linked field works perfect

Thanks !!!

The linked field I created is called "ML_CrewLeader2" , when I use this field in my templates nothing shows, why?

Good morning Marcelo,

Could you elaborate on which type of template you're referring to? Email or Print?

- Justin

Print, is a template based on the activities table called Renewal Letter, I though that by putting the field that we inserted the action result to, that would work. But it does not show

Hi Marcelo,

How did you add the field to the report? We added the field to the Customer table, but you're saying your report is based of the Activity table. I'm curious how you went about adding this field.

Let me know.

- Justin

I thought that I linked the two table but i think I did it wrong

Hi Marcelo,

If you want to add Team Leader to a report based off of the Activity table, you'll first want to add it as a Linked Field to the Activity table, using the Customer table.

Link Using: Entity
Linked Field: TeamLeader

It should be possible to link this field through the Entity (Customer/Employee/Vendor/OtherName) table since you already linked it in there from the TeamMembers table. After doing this, you should see it in the Report Designer as a selectable field in the Activity table.

If you're really stuck, perhaps you should consider our Professional Services team. Let me know if you'd like to go that route.

- Justin