How to show account name based on the account number?

  • TheAgents
    Asked on May 29, 2019 at 4:44 PM

    Below is a list of accounts. I know how to setup an auto complete field that would have a list of all the account names the user would select. What I don't know how to do is populate another field that shows the account # based on the account name that the user selects. Keep in mind, I'm going to be doing this for a very large account list, over 300. I don't want to have to enter that condition for every single account.

    Account # Account Name
    1000042 David Weekley Homes
    1000048 Lennar Homes (CLT)
    1000087 James Custom Homes, Inc
    1000090 John Wieland Homes
    1000124 Niblock Development Corp. (CLT)
    1000140 Pulte Home Corp.
    1000146 CalAtlantic Group, Inc. (CLT)
    1000149 Saussy Burbank, Inc.
    1000153 Shea Homes (CLT)
    1000191 Taylor Morrison of Carolinas, Inc (CLT)
    1000493 Ryan Homes - CTN
    1000499 M/I Homes of Charlotte, LLC
    1002021 Toll Brothers CLT
    1002228 Morrissey Contracting
    1003488 AV Homes, Inc. - Bonterra Builders
    1003945 Schumacher Homes of NC, Inc (CLT)
    1005453 S. Deluca Custom Homes, Inc.
    1124650 Shea Custom Homes
    1125297 DR Horton (CLT)
    1126778 Eastwood Homes(CLT)
    1140902 Benchmark Communities
    1141449 Essex Homes
    1143113 Live Well Homes, LLC
  • jherwin
    Replied on May 29, 2019 at 6:46 PM

    In order to achieve that, you must set a condition for each account number to show the account name if the option is selected. Please try the spreadsheet to form widget, you will only need to enter the account number and then click the "autocomplete field" button then it will automatically prepopulate the fields or account name.

    Guide: How-to-Use-the-Spreadsheet-to-Form-Widget

    I made a demo form for you to test, please check it here: https://form.jotform.com/91486761525970

    Enter any account no# in the list you gave us to test the form.