INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
Last week Joe showed us how to update a record name field with a trigger in Intacct Platform Services (see blog). There is another way to do this in Intacct Platform Service.
In Object's Properties and Attributes, there is a place for Record Name Template. You can enter the script in this field and the name will populate according to your script. We don't have the merge field helper on this screen, so it is better to get the merge fields from the trigger edit screen. Check the "Update names of all existing object records using this template" checkbox to update all existing records.