Moving data from one field on a custom entity and updating a field on another? RRS feed

  • Question

  • Hello Devs,

    I'm seeking guidance or direction on how to go about updating the Job Title field on our Contact entity with a Checkbox field from a different custom entity. We have a check box that is yes/no to if a Contact is the CEO or not but this checkbox is stored on a custom entity of ours. In efforts to simplify things I'm looking to take that value of the checkbox and if marked Yes update the Jobtitle field on Contact with CEO. This normally wouldn't be hard to do with a workflow but my problem is that I need to retain all the current information on the Contact's Job Title field as to not overwrite it with the CEO checkbox information. I just want to add CEO to the Job Title along with the information already present maybe by just seperating the current value with '/' or the likes.

    I'm thinking that maybe some jscript is going to be needed here to do this?



    • Edited by PSImonSays Thursday, August 29, 2013 2:39 PM
    Thursday, August 29, 2013 2:36 PM

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