I've created two forms, and need the toggle (Yes/No)button to be able to fill in another form with two pieces of data from the form that has the toggle. (See attached example) I've manually filled in the Customer and Phone on the 'Cut' Sheet from the 'Customer Data' Form.
Is there some sort of code, that would auto fill in the information from the Customer Data form to the Cut sheet form via my 'In service' toggle button?
Thing is, The data in my customer data form will stay there for historical purposes, even if they're no longer a customer. BUT I'd need my CutSheet to either be blank (if no customer toggled in service) or have my customers info filled in on that form if toggled in service. The customer number on my Customer Data form will have multiple account numbers that are the same, so I'd need some type of error box that would say, "Customer already assigned to cut sheet, please recheck your work" or something like that should someone attempt to toggle the button to yes on the same account number of another record. Does this make sense? Any ideas?
Thanks in advance.
Is there some sort of code, that would auto fill in the information from the Customer Data form to the Cut sheet form via my 'In service' toggle button?
Thing is, The data in my customer data form will stay there for historical purposes, even if they're no longer a customer. BUT I'd need my CutSheet to either be blank (if no customer toggled in service) or have my customers info filled in on that form if toggled in service. The customer number on my Customer Data form will have multiple account numbers that are the same, so I'd need some type of error box that would say, "Customer already assigned to cut sheet, please recheck your work" or something like that should someone attempt to toggle the button to yes on the same account number of another record. Does this make sense? Any ideas?
Thanks in advance.