Friday, May 17, 2019

Create a Field On the Issue Form and Have It Automatically Populate With the Value of Company Field On the Case That It Is Being Created From

Create a field on the Issue form and have it automatically populate with the Company field on the case that it is being created from.

1. Create a custom crm field at Customization > Lists, Records, & Fields > CRM Fields > New.
2. Name = Company Reported
3. Applied To = Issues
4. Type = Free form text
5. Validation & Defaulting tab > default value = {}
6. Formula box is checked.

To validate, create an issue from a case record. Note, that the Company Reported field populates with the company name from the case.   

No comments:

Post a Comment