Using Values from a Record as Filter Tokens

For NewView/EditView action templates and for the quick add you can also define values from a specific record as filter tokens.

To define which tokens can be used:

  1. Switch to the List control in the desired field group and add the fields that you want to use as filter tokens. You can also add records from other info areas that are linked (1:1 or n:1) to the current record.
  2. Enter the desired token names in the Function field of the desired fields.
  3. Set the CopySourceFieldGroupName input argument of the NewView and/or EditView action calls to the previously defined field group, >> NewView and EditView.
  4. You can use these filter tokens to copy values from the current record when you open a new page, e. g. in Template filters.