Move custom field at header level

[lmaggiulli]

Hi Team, 

I would like to understand if it feasible to move (automatically) a Custom field value (created at report header level) to a Standard field (Report Name). The idea is to trigger it during saving report. Is there an Audit Rules or something that can do it?

Thanks.

Lorenzo

[PoojaKumatkar]

Hi @lmaggiulli ,

With the help of validation rule we can auto populate the values; however, it only supports custom fields and not for standard fields. Meaning, you can auto populate values from one custom field to another.

Hence, technically it is not feasible.

I personally tried it in our sandbox, it doesn't work. 

May I know what is the purpose of auto populating custom field value into report name (standard) field? Why you want to do so? 

If this answers your query, then please mark solution as accepted.

[KevinD]

@lmaggiulli I agree with @PoojaKumatkar. Usually you would copy down values from one field to another. For example, you might have a field labeled Department that is populated on the Report Header. You can have the system copy that value down to any entry created on the report. 

Also, to reiterate @PoojaKumatkar response, validation can only occur between custom fields. 

What is it you are trying to accomplish? Maybe we can brainstorm a workaround.

[lmaggiulli]

The ideas is have a monthly expense report that collect all expenses for whole months indipendently the number of business trip the traveller did. So start date and end doesn't fit with this requirements. Creating two custom fields Month and Yeas we can help the user to do right selection, but for Processor purposes they need to have Report Name automatically filled with Month and Year values. So the idea to move/concatenate these two field into Report Name (changing it to Only Read).

Thanks.

Lorenzo

[PoojaKumatkar]

Hi @lmaggiulli ,

As I explained in my previous response auto populating value in standard field is not feasible. 

However, if you want user to input report name in specific format such as month - year then instead of using 2 custom drop down for month and year, I would suggest using field validation. 

You can go to forms and fields, select Header form, last tab field validation, add expression to accept month - year format and link it to report name field under field validation section. If needed you can add tooltip as well to give instructions to the users with one example. 

Once this is done, user won't be able to input any name except month - year format. If they try to do so system will trigger field validation.

I think this is the best way to accommodate your requirement as there is no other solution available. 

If this answers your query, then please mark solution as accepted. 

[lmaggiulli]

I'm still not familiar with Regular Expression for Validation.....do you have an example that could fits with our requirement?

Thanks!

Lorenzo

[PoojaKumatkar]

Hi @lmaggiulli ,

I need to find it out and test it. I'll get back to you on Monday. 

Let me try first.

[PoojaKumatkar · Accepted solution]

Hi @lmaggiulli,

You can use below regular expression for Report Name field validation:

Regular Expression: ^(Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Oct|Nov|Dec) - (202[0-9]|20[3-9][0-9])$

Note - This expression ensures that the month abbreviation is always capitalized on the first letter, followed by a hyphen and a valid year.

Testing Result:

If this answers your query, then please mark solution as accepted.