I'm wondering if this is possible and if my idea of how to do it might work. Maybe someone has an example of this they could share?
I want to be able to create a new record that pulls all the value from another record (the template record).
The simplest way to think of this would be a drop down that when a value is selected will fill in the entire form. I don't want to code this long hand and instead I want the values to be fetched from another record that is a template already filled out appropriately.
I might have say 5 records that have a decision box and unique name indicating these are templates. This way I can find the proper record and then copy the data over from it. I will need to still code each field to pull the data over from the template record to the new record but this makes it so anyone can easily set up a new template no coding required.
Can i run a fetch command to find the proper template then copy all of the data over from the template into the new record?
Maybe an example to help get me started?
Is there a better way to do this, maybe something already built into zoho?
Thanks