I’m currently working on the sale order page and would like to streamline the process of displaying bank details.We have multiple bank accounts (e.g., a US bank for US clients, an EU bank for EU clients). Instead of manually changing the form page each time based on the customer’s region, we’re looking for a more efficient solution.
Our goal:
Add a single dropdown for bank options.
When a bank is selected, automatically display the corresponding bank details.
Avoid modifying the form template every time.
Is there a way to implement this or what is your recommendation in order to do similar function?
Create a Bank Detail sheet to store basic information about all banks. If you’d like to filter banks by region on the Sales Order sheet, be sure to include a Region field.
Set up a link and load on the Sales Order sheet to pull data from the Bank Detail sheet. Include a Region field here as well to allow filtering of relevant banks.
(Optional)Configure dynamic filtering on the Sales Order sheet based on the Region field. This setup will display only banks from the selected region by default, while still allowing users to clear the filter and search across all banks if needed.
Please note that with the link and load setup, users only need to select a value in the link field—the system will automatically populate the corresponding load fields based on that selection.
Regarding your requirement for a dropdown list of bank options: users can start typing in the link field, and the system will show a dropdown of banks matching the entered keywords. To view the full list of available banks, users can click into the link field, which will open a pop-up window displaying all source records.