March 18, 2026March 18, 2026| Soni YorkSoni York|
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Question:

Our users are fairly good about filling in the header/side bar on new documents, but they tend to forget to fill out the Addr tab. Is it possible to have the names they enter on the document on specific fields populate the To and From names in the document’s Addr tab?

Answer:

It is both possible and fairly easy to fill out the Addr tab automatically if you use a workflow script. We recommend that you start by using the ResponsibleParty field to hold the “From” person’s name and the SourceContact field to hold the “To” person’s name. These fields could have any suitable label, for example:

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To add the workflow script:

  1. Open the Workflow Scripts tool on the System Admin Dashboard.
  2. Click the + icon to add a new script name and call your script something like CopyToAddrTab.
  3. Save.
  4. Find your new script row and expand it.
  5. In the Events section, select your Doc type from the drop-down then click + to map the workflow script to a specific Doc type.
  6. Click in the Trigger When field to pull up your choices. Common choices are Normal and perhaps Pending.–
  7. Click OK when you have made your selection.
  8. Click the checkmark on the row.
  9. Either save or add another Doc type to the mapping. You can use the same workflow script for multiple Doc types, for example:
    –
  10. Save then click the script icon.
    –
  11. Type out the following script then click the  icon to save it.
     ATC: IF SourceContact IsChanging
      ATC: IF NOT SourceContact IsEmpty
       ATC: ADDR T [DKey_DocHeader_SourceContact]
      ATC: ENDIF
     ATC: ENDIF

     ATC: IF ResponsibleParty IsChanging
      ATC: IF NOT ResponsibleParty IsEmpty
       ATC: ADDR F [DKEY_DocHeader_ResponsibleParty]
      ATC: ENDIF
     ATC: ENDIF

Note: the workflow script will run on documents where the SourceContact and ResponsibleParty fields are changing. Documents that already have names in those fields will not trigger the workflow script.

KBA-01918; Last updated: March 23, 2026 at 9:36 am

Keywords: Addr tab, Address tab

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