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My First Fusion Scenario - Copy and Paste from one Form to Another

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Level 4

Greetings All!

 

I Just need some help knowing which Fusion scenario module to use first to copy specific fields from one form to another. I've included a screenshot circled in red. Could someone point me in the right direction? Should I create a record? TYVM!

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Community Advisor

Ooooh boy - exciting!!! 

So 2 choices: 

  1. Create Record, and set all values there, OR
  2. Create record with only OOB items, then Update record with field values. 

If you have only a single form on the project, I'd go with #1. set the categoryID to the form ID, and piDE: fields you want to populate. 

 

Have fun!