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Autofill of fields with previously entered information

1 month 2 weeks ago #9914 by Dan Crivat
Hello,

My name is Cristian and I am working on a new software using Joomla 4 and Component Creator. This software - IDX-BB - is a CRM for selling and buying businesses. Businesses for sale and business buyers and all necessary details needed in a transaction are introduced in the CRM by different level users.
My main problem is that I need a technical solution to be able to autofill some fields with data previously entered into the CRM by the users. For example, if the name of the business for sale has been introduced once, in its respective field, then I need that value (the name of the business) to be filled in automatically in any other fields that request it, regardless of their “location” in the CRM.
More precisely, the name of the business is introduced in the first section, called Business Information, but then it needs to be filled in in other sections of the CRM as well, such as the Offer, Contract, Non-Disclosure Agreement, etc.. I would like that this operation is conducted automatically and not manually. This means that the user would only need to input information only once.
If you need any additional information, please let me know.

Thank you,
Cristian

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1 month 1 week ago #9917 by Ryan Minnig
I believe you can do this with an 'SQL field' in one of your forms that would allow you to query the database to give the user an option to choose the returned results form the query. When adding a new field to your form, you can choose the 'SQL field' to return results from a query. I'm working on the same thing now and have had success with returning 1 column, but trouble returning the results from 2 columns concatenated together.

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