Plugin Mode

Get Field Value from Another App

Summary

Click the button to search the source app for a record whose key field value matches, and copy that field’s value into this app’s field.

Smartphone support

This plugin supports smartphones.

How to use

Specify the source app and the keys used to match records. Choose the fields shown when selecting a candidate and the fields to copy.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record creation or edit page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.

Parameters

Enter or select a value for each setting unless it is marked optional.

Button label

Enter a button label that makes its purpose clear to users.

Initial value: 他アプリからコピー

Confirmation dialog message

Enter the message shown before the operation starts.

Initial value: <p class="ql-align-center">他のアプリからフィールド値をコピーします。</p>

Source app

Please select the app you want to copy from.

Key field of the source app

Please select the key field within the copy application. The application will copy from records where this field value matches.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Select from the app specified in “Source app”.

Key fields in this app

Please select the key field in this app. Records where the value of this field matches the key field in the source app will be copied.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Fields to display in the selection dialog

Please select the fields to display in the record selection dialog that appears when multiple records match the key.

The following field types cannot be selected.

  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Select from the app specified in “Source app”.

Fields to copy

Configure the following items as a group. Configure at least 1 entries. Add more entries as needed.

Source field

Please select the field you want to copy from the source app.

The following field types cannot be selected.

  • Calculated
  • Attachment
  • Record number
  • Record ID
  • Revision
  • Created by
  • Created datetime
  • Updated by
  • Updated datetime
  • Status
  • Assignee
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Select from the app specified in “Source app”.

Destination field

Please select the destination field from this app.

The following field types cannot be selected.

  • Calculated
  • Attachment
  • Record number
  • Record ID
  • Revision
  • Created by
  • Created datetime
  • Updated by
  • Updated datetime
  • Status
  • Assignee
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Notes

A single matching record is copied directly. If multiple records match, select one in the dialog. If none match, the plugin shows a message without copying.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions