Auto filling field value from one field to another field based on the input of a field within the same module in Zoho CRM
Here is our approach for auto filling 'Project Address' into 'Billing Address' when a lead is created or updated in Zoho CRM
Approach
We can auto fill 'Project Address' into the 'Billing Address' by using Workflow Rules.
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1. Creating 'Workflow Rules'
1.1 Go to 'Setup' ---> Tap on ''Workflow Rules' from 'Automation'
1.2 Tap on the button 'Çreate Rule'
1.3 Fill up the mandatory fields
1.4 Select 'Çreate or Edit'
1.5 Select 'Same As Project Address' Check box field to apply condition and choose 'Selected'
1.6 Select 'Function'
1.7 Tap on 'Write your own'
1.8 Fill up the mandatory fields
1.9 Paste the code here and tap on 'Edit Arguments'
1.10 Select 'Lead_ID' as argument and give parameter name as 'lead_id'
