Plugin Mode

Bulk Copy Field Value to Another Field

Summary

Click the button on the list screen to copy a field’s value to another field in bulk, for the records shown in the list.

Smartphone support

This plugin supports smartphones.

How to use

Select the source and destination fields. Use this to make a value available in another field without asking users to enter it twice.

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 list page
  • When you click a button added by this plugin

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

Parameters

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

Field(from)

Choose the field containing the value to copy.

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

Field(to)

Choose the field to receive the copied value.

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

Restrictions

Specify different values for “Field(from)” and “Field(to)”.

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

Actions

Conditions