On our contact form we have a checkbox for "VIP"
This is essentially just a Yes/No field with a checkbox
Also on the form is a "Contact Type" field which is an option set.
I'd like to have the "VIP" field default to Yes (or checked) when the "Contact Type" field equals the value Affluent. I would only want this on new records created and not the existing ones.
Is this possible via Business Rules?
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Yes, you can do this, you need to check for createdOn date, it is is blank means this is a new record, after that you can put condition for the optionset and set field accordingly.
Hope it will help.
Thanks.
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André Arnaud de Cal...
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