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How to pass values corresponding to a feild in one document to another document of same batch.

In a batch there are multiple documents.

If a value is set in corresponding to a field in first document, how to we keep the same value across all the documents of batch.

Presently as user switches to another document of same batch, we need to enter the values again. We need to avoid that and persist the values from previous document.

Example : 

I have batch with 3 documents in it. and have feilds like Category , Date , Sub type,. 

If i set value of Category and Sub type in first docuemnt , I want the same value in other document also.

 

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2 comments

  • Avatar
    Vladimir Dimitrijević

    Hi Barkat,

    I would store the value inside of Batch registration parameters. I would first add a custom button to allow verification users to copy the values to all other documents in case it is required. Then add rules on fields to fill in values from batch registration parameters, so fields in other documents will be filled in when the document is opened, i.e. rules will be executed on document open. 

    Best regards,
    Vladimir

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  • Avatar
    Barkat Bashir

    Hi, Vladimir,

    Thank you for the insight.

    Apart from using  Batch registration parameters and Button , what else can we use.

    Can you provide a demo script.

    Can we use Event handlers like after document State changed , for passing values to another document.

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