How to have Copy From not copy UDF field value

SOLVED

Is there a way to setup a UDF so that when the Copy From button is used on a record to copy values from an existing record to a new record that the UDF field value is not copied?

For example, in Inventory Management, if we have a UDF field to store an external id for the item as a reference into another system, if a new item is created and the Copy From button is used, we don't want our external id value to copy over and end up with two different records referencing the same external id. That UDF field is required so we want it blank so that they will be forced to input the correct external id for the item, and not accidently save it with the copied over external id that wouldn't be correct for this item. Hope that makes sense.

Top Replies

  • Hi  

    Currently, there is no way to when defining the UDF to indicate that you want it excluded when copying from another item.  You could likely clear the value using scripting if you are familiar…