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Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE

  • 1.  Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE

    Posted 03-12-2018 15:53
    Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE, that when an Employee ID is found in the Resource ? EID dropdown field, that the Required Employee Number field is automatically populated with that Resource - EID?  So basically, 107475 would copy down to the highlighted field called Employee Number.  This would just eliminate the user having to look up the Employee in the drop down list then have to then type the Employee ID again in another field.


  • 2.  RE: Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE

    Posted 03-12-2018 16:12
    This looks like it can be done with a form rule.

    First make a formula field to extract the employee number out of the record and have it be in a stand lone formula field that you put on the form.

    Then make a form rule that says

    When multiple conditions are true.
    when the [EE number formula] is not (blank)
    the [Employee Number] is blank

    Change the [Employee Number] to the value in the field  [ Employee Number formula]

    Make sure to uncheck the box at the bottom to make the rule fire all the time.


  • 3.  RE: Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE

    Posted 03-12-2018 21:16
    Worked like a charm!  Thanks Mark!!  I wont see you this year at the QB Conference! :(  


  • 4.  RE: Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE

    Posted 03-12-2018 21:23
    I was going to "like" your thank you, but I can't "like" that you won't be able to make EMPOWER 2018.  :(


  • 5.  RE: Is there a way to use an API call, webhook, action, whatever...WHILE in EDIT MODE

    Posted 03-12-2018 21:25
    I know....i need to work on a "scholarship".