Hello,
We would like to insert a variable into the Item Description field so that, when the Item is chosen in a New Charge window, and the Item Description automatically populates the Charge Description field, another field value can be part of that.
Example:
Ticket, Details, Field1 = "Emergency Level"
Item Code = "ItemA"
Item Description = "This is a %Ticket.Details.Field1% charge!"
When an "ItemA" Charge is added to a Ticket, CommitCRM would pull the Field1 value from the Ticket record and insert it into the Charge Description. In this example, it would populate as:
Charge.Description = "This is a Emergency Level charge!"
Is there currently a way to do this, or could it be added in the future?
Thanks,
Grant
We would like to insert a variable into the Item Description field so that, when the Item is chosen in a New Charge window, and the Item Description automatically populates the Charge Description field, another field value can be part of that.
Example:
Ticket, Details, Field1 = "Emergency Level"
Item Code = "ItemA"
Item Description = "This is a %Ticket.Details.Field1% charge!"
When an "ItemA" Charge is added to a Ticket, CommitCRM would pull the Field1 value from the Ticket record and insert it into the Charge Description. In this example, it would populate as:
Charge.Description = "This is a Emergency Level charge!"
Is there currently a way to do this, or could it be added in the future?
Thanks,
Grant
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