Description: This solution describes how to populate a constituent code based on another field value
You may use the steps in the following Omatic Knowledgebase Solution to setup the virtual field required for this task. Once those steps are complete, you may use the following steps specific to constituent codes:
- Map the virtual field to the Constituent > Constituent Codes > Code Raiser's Edge field.
- Apply the Copy Field function to the virtual field and set the Seed to the field map column letter that contains the value for the constituent code translation.
- Apply the previously created dictionary to the virtual field that is mapped to the Constituent > Constituent Codes > Code Raiser's Edge field
Refer to the ImportOmatic User Guide for additional information.