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Copy address from companies table to contacts of that company

Similar use cases: Copy values from one record to another

The record in which you want to copy the data should have a field that associates it to the record from where you want to copy the data, for example, Contact records have a field called Company which associates it to the Company’s records.
 
Also, a field can only copy the value from another field if it has the same field type.
 
At times, we may require to copy data from one record to another which have some similar fields like address, source, etc. In that case, data can be easily copied from the existing records to the new ones using UTron.

  • Logical Flow:
    1. Whenever a new Contact is created, select the Company from it.
    2. Find the Company in the Companies table. (For this use case we’ll have to switch to ”Need Advance Cases”. You can find that option on the top right-hand side of the screen)
    3. Copy the values from Company to Contacts.

    This example transfers details from Company to Contacts. You can repeat it for custom tables and Deals by changing the type of records and following a similar process.

    Logical Flow for similar use cases:
    1. Whenever a new record is created, select the field that associates to the existing table.
    2. Find the field in the existing table whose values are to be copied.
    3. Copy the values from the existing record to the new record.

    • When to execute: When a record is created
    • On which records: Contacts
      As this case will require some additional steps, we’ll have to switch to ”Need Advance Cases”. You can find that option on the top right-hand side of the screen.
    • Selection criteria: Select records from Companies where ID = (Contacts Company)
    • Action: Modify record

      1. Select records ContactRecord
      • Details of Modify record:

        1. Street : (Select CompanyRecord.Billing/Shipping Street)
        2. City : (Select CompanyRecord.Billing/Shipping City)
        3. State : (Select CompanyRecord.Billing/Shipping State)
        4. Country : (Select CompanyRecord.Billing/Shipping Country)

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