[dmashburn3]

Hi,

I don’t know if its just been a long week or what, but I have a project form built from the standard that has an address field. It is located in the standard field group “Email | Phone | Address”, on the main subtab. However, no matter where I seem to move it, I can’t get it to actually show up when I create a project.

Screenshots show the project form setup where I’ve placed the fields at the top of the main subtab currently (despite not being there).

Another note, if I move one of my custom fields into the field group “Email | Phone | Address”, the field group appears, but only with the custom field in it.

This led me to believe that perhaps the fields were empty, but running a saved search on address and email yields results that don’t show up anywhere on the record.

Also, I’m with a new company now so this is a new environment for me, and projects are altogether a new record for me. Any help would be much appreciated!
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[errol]

Under the “Field Groups” tab on the custom form. Make sure the “Show” checkbox is checked for the “Email | Phone | Address” field group.

[dmashburn3]

Confirmed. Still not showing.

[errol]

Any scripts/workflows (beforeLoad maybe?) that are hiding the fields? Also, you said these are custom fields? Can you check the Access tab on those fields and make sure they are not restricted in any way?

[dmashburn3]

Not a single script or workflow running on projects, and the fields I’m looking for are standard. I only mentioned that if I put a custom field into the field group “Email | Phone | Address” that it made the field groups show, but without the fields.

The fields are even referenced in the suiteanswers documentation here.

” Under Email | Phone | Address, enter the email address, phone and fax numbers for this project.

The Address field shows the default billing address from the Address subtab.”

I don’t see an address subtab anywhere.

I also just tried creating a brand new form for this with no customization at all, and I still can’t find the darn address field.

[david.smith]

I found the same behavior in my account. I’m not sure if the address is only part of advanced projects or something but it would not show for me either. However, I was able to put a custom address field on the page and source it from the parent field. When a new project is created it will pull the address from the customer’s record.

[dmashburn3]

As I stated before, I’m new in this account that I’m working in, and it appears that all projects were imported via csv. What’s interesting is that it looks like it allowed users to import the address fields as they can be pulled via save search. I’m wondering if there is any kind of functionality associated with the fields that I should be aware of.

Thanks for verifying that its in your account. I’m just glad to know its not a problem localized to our account. (If you can call it a problem really)

[dmashburn3]

Hi david.smith I was wondering if you might have some more information on how you made a custom address field? What type of field did you use? Does it have the same functionality as the regular address fields?

It looks like I’ll be doing the same thing, only we need to put a custom address separate from the regular customer’s address. Then if a sales order is created for this project it will need to reference the project address, not the customer address.

Any help would be appreciated!

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david.smith replied on 09/01/2016, 03:09 PM: Add a custom Text Area field to your project record. Under the Validation & Defaulting tab put {parent.address} in for the Default Value and select the Formula checkbox. Now when you create a project it will auto populate with the address from the customer’s record but still allow you to change it if you need to.

This of course does not have the same functionality as adding additional addresses to a customer’s record. If you need to separate the fields you could do the same for each field you might need (addr1, city, state, zip, etc.) and source each from the parent in the same way.

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