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I am having trouble with the Phone Call form.
I want the "From" Activity Party Field to auto populate with our Customer's name (account record) so when I save and Convert the Call to a Case the "Customer" field will automatically fill in with the Customer's name (account record). This will prevent the Customer Service Rep from having to do double work by entering the account info on the Phone Call form only.
My client requires that it be done without any special coding.
We can use workflow to achieve it.
Go to Advanced Settings > Processes, new a workflow of Phone Call entity, uncheck Run this workflow in the background.
Select Sope to Organization, check Record is created and Record fields change, select Customer field.
Add a step "Check Condition", set the filter as follow.
Then add a step "Update Record", select Phone Call, set the update as follow.
Actavite the workflow.
In this way, when 1) a Phone Call is created and the Customer field contains data, 2) when a Phone Call is updated and the Customer field changes, the Form field will become Customer field value.
Has the problem been solved? Any updates?
Please click Yes under "Did this answer your question?" to close this thread.
Thanks. : )
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