Pull-In Fields on Orders

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Pull-In Fields on Orders

Users can view fields from the associated account, billing address, ship to address, order campaign, and contract records when placing an order. This can include contact information for accounts, additional information for addresses, and descriptions for order campaigns and contracts.

Who can use this feature?

iPad, Windows Users (Browser coming soon)
Users do not require an additional license
End Users, Order Admins

Configuring Pull-In Fields on Orders for

All Users

To configure this feature:

Ensure Configuring Order Management is complete.

Grant the following permissions:

Object	Object Permissions	Object Types	Fields	Field Permissions
account__v	CRED	All	Any custom fields	Read
address__v	CRED	All	Any custom fields	Read
contract__v	R	Sales	Any custom fields	Read
order__v	CRED	All	Any custom fields	Read
order_campaign__v	R	n/a	Any custom fields	Read

Creating Pull-In Fields on Orders as

Order Admins

Fields from the following objects can be displayed as pull-in fields on orders when placing an order.

Account
Billing Address
Ship to Address
Contract
Order Campaign

Source Object Name	Source Object Prefix	Source Record
account__v	zvod_a	The account of the order.
address__v	zvod_ba	The billing address of the order.
address__v	zvod_sa	The ship to address of the order.
contract__v	zvod_c	The contract of the order.
order_campaign__v	zvod_oc	The order campaign of the order.

The following field types are supported:

Text - Maximum length must be the same as the source field
Number - Minimum value, Maximum value, and Decimal places attribute must be the same as the source field
Date
DateTime
Yes/No
Picklist - Single and Multi-select Picklists are supported. Picklist Value Names must be the same as the source field
Object
Currency

To create a pull-in field on order:

Navigate to the Order object.
Select the Fields tab.
Select Create.
Select the Field Type. The field type must be the same as the field type of the field on the account, address, contract, or order campaign object.
Enter a Label for the field. The label is not considered in the custom information logic.
Enter a Name for the field according to the naming guidelines:
[Object Prefix of Source Object]_[API Name of Source Field]__c
Enter field attributes according to the attributes of the source field.
Select Save.

For example, a field named zvod_oc_description__c displays the description__v field value from the order_campaign__v object for the order directly on the order.

A custom pull-in field can be created for a standard source field. The __c and __v field API name suffixes are ignored when comparing field names for pull-in fields.