I'd like to automate some of the processes that our team must follow when editing various data objects.  For instance:

- set the credit account for each distribution on a fund (we start by using the Copy From feature to populate type/subtype and debit accounts, but then manually modify each of the credit accounts; if I could automate this, we'd avoid the cut/paste process and ensure that all credit accounts match...)

- coding that occurs when you change the Preferred Address for a constituent (for instance, we store all of our email and cell addresses only on the Preferred Address, so I'd like to automate the process of moving these around)

My vision is that, while working on a  record, you could invoke the macro to perform these changes, then return to an updated form with the option to Cancel or Save the changes.

I've been able to set up the data object macro and modify the local copy of the data object.  However, I don't know how to refresh the form that I'm being called from so that is shows this revised data!   Does anyone know how to trigger this refresh?

Thanks!