I really honestly don’t know much about scripting. But I could probably figure it out if I had a little guidance. I have a form I created where I want to copy the information in one field and put it into another field, but that other field needs to be edible without messing up the original field. For example, I have a field for Christmas cards and I have another field for 2023 Christmas cards and I want to move the yes or no from the first field to the 2023 field and then I will go through and add or subtract add add in new information or whatever for this year. I would appreciate some guidance on that.
Hi Victoria,
I would use a different approach by using tags. Tags use a text field that contains items separated by commas such as xmas2023, xmas2024.
- Create a text field and give it a name such as cards. Then copy the form script from https://lab.danielleu.com/blog/working-with-tags/ and update the two field ids to match your form.
- Create a saved search to filter all cards that have the Christmas cards field set
- Select that search and run the script to set the xmas2023 tag. Run it a second time to set the xmas2024 tag.
- Create saved searches for these two new tags.
Now you can use xmas2024 saved search to view all candidates for a card. Remove or add the tag by hand or use another saved search on the records you want to update.
The script allows you to set or clear the same tag on your currently selected saved search. Apart of updating two field ids, there’s no coding involved.
Hope this helps!
-Daniel
Thank. you Daniel. I will look at the script at the url and review that info and the above info BUT this is really much more than I thought I wanted or needed…..But will see if I can figure it out and use it – I’ll try to deal with it and report back.
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