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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Journeytemplate | Defa...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Journeytemplate | Default content setting field

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Posted on by Peter Beentjes 120

Hi, 

Is it possible to create a customer journey template with a setting different than "default content setting"?
When creating a template the "Default content setting" isnt visible. 

Best Peter

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  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 Microsoft Employee on at

    Hi Peter Beentjes,

    It seems that you want to autofill content setting field, which is populated from CJ template, correct?

    Yes, as you say, there is no content setting on the CJ template entity. So, we need to create a lookup field.

    pastedimage1668057730543v1.png

    Then you can add it to your form, so that you can set its value when you create CJ template.

    pastedimage1668057807458v2.png

    Finally, you need to create a workflow to mapping this value to CJ.

    pastedimage1668057966897v3.png

    pastedimage1668058031724v4.png

    After you created a CJ record, the content setting would be same as CJ template's.

    pastedimage1668058207422v5.png

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