Within the transaction workflow, you can create transactions from another. For example, you can create an Invoice from an Estimate, ensuring all the details are present in the new Invoice.
The Estimate and the Sales Order transactions will have a Create button that allows you to copy over its information to the next transaction:
However, custom fields will not automatically copy over. This article will cover how to copy that data over.
Before you begin, ensure you have the custom field present in both tables. To make the process easier:
Custom field should have the same name in both tables
Custom field should be the same type, and if it's a text field, should have the same number of characters.
Custom field should have the same attributes. If it's required in one, it should be required in the other.
Custom field should be visible on the source and destination screen.
In this example, we will have a custom field called customSalesRegion in the Estimate and the Invoice table.
Although not covered here, this custom field was also created in both the New / Edit Estimate screen and the New / Edit Invoice screen.
When an invoice is created from an estimate, it will copy over the data from customSalesRegion.
Customization steps
When viewing an estimate, click Customize and open the New / Edit Estimate screen in the Builder.
If you have never customized this screen before, it will tell you the screen is read-only. Click Create copy. (Considering, however, you customized the screen to add the custom fields, you will probably not see this prompt.)
Scroll down to the buttons at the bottom of the screen and click the Create button. Its properties open on the right, with its menu items listed under Menu items.
The Create button is a menu button, and has different actions for each of its menu items:
Create invoice
Create sales order
Create purchase order
Create work order
In this example, we will only change the actions for the Create invoice menu item, so click Create invoice and then click its click event.
In the Action Set, scroll down to the Insert Records Into Table action with the note Insert new Invoice, and select it.
At the bottom of Fields in Table to Populate, click Add another field.
Select your custom fields for the new dropdowns. The right dropdown (Populate using this value) indicates the value it will copy. Make sure you use the proper custom field from the Loop, not from the control on the screen.
Close the action editor. The Builder saves your changes automatically. When you are ready, publish the new version of the screen (see Screen Versions). The custom field will now be copied from the Estimate to the Invoice screen.