In many areas, Accorto can copy additional columns.  There are two options:

  • Copy Columns with the same name
  • Copy Columns Explicitly

Copy Columns with the same Name

Prerequisite:

  • Both Objects need to have Fields with the same API name (e.g. Description__c)
  • The Fields must be the same Data Type (e.g. Number)
  • One object needs to be derived from the other
We copy only custom fields (i.e. API name ends with __c).

Areas where this is currently used:
  • T+E Item Split
  • Invoice/Line clone
  • Reverse Invoice


Copy Columns Explicitly

Areas where this is currently used:

  • Create New Project from Template
  • Project Line - Copy from Templates
  • Invoice - Create from T+E Reports by Project (copies Project info)


> Setup > Custom Settings > Manage Copy Columns


View or create a new entry:

  • Name: informational name
  • Object Name: full API name of the Object
  • Field Name: full API name of the Field


Example:


Here, we want to copy the 'MyCustomField__c' of the Project Line (full API name 'accorto__Project_Line__c'


Example to copy Project Field to Invoice:

  • Name: Copy MyInfo from Project
  • Object Name: accorto__Project__c
  • Field Name: MyCustomColumn__c
This assumes that both Project and Invoice have the column MyCustomColumn__c - and use the Project based selection.