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populate data from from Template Linked iSheet

David Martinez

Good day All I have an iSheet template let's call it WIP Time. The WIP Time template is a Linked iSheet getting it's data from out Accounting software (Aderant).

We have various fields being imported in (ex Post_Date, WIP Amount, Tran_Date ....) We use the data to populate Data Visual like graphs and KPI cards.

Could this data populate another iSheet? I've never done this action before and trying to research if it's even possible. If it is possible can you lead me to some example or documentation.

So that I can accomplish this task.

Any help would be greatly appreciated.

Regards,

David  

  • 0
    Thomson Reuters Thomson Reuters staff member

    Hello,

    It looks like you're interested to populate data from one iSheet to another. Would you prefer to accomplish this using API endpoints or through UI?

    Thank you!

  • 0 in reply to Karthikraja Thangaraju

    We already use API to bring data from our accounting software. I want to be able to combine data from our API into an iSheet with created fields.

    Let me know if that make sense. It could be that it is not possible.

  • 0
    Thomson Reuters Thomson Reuters staff member
    in reply to David Martinez

    Hello,

    To copy data from one Isheet to another, you can set up a workflow rule that automatically transfers new records from the source Isheet to the destination Isheet whenever they are created."

    Workflow rule - Add an iSheet record

    Hope that helps!