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Add custom field in marketing activity templates (phonecall)

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Hello Dynamic-experts,


I have included a new custom field in the phonecall marketing template.
I use this activity template on a customer journey. Then I would need to know how I can transfer this new field value to the corresponding field in the PhoneCall entity.


Thanks for helping,
Natalia

  • Javito125 Profile Picture
    Javito125 20 on at
    RE: Add custom field in marketing activity templates (phonecall)

    Hi Clofly 

    i tried your solution, and i populate the custom field however i lost the contact reference

    when the workflow is created and executed, the reference contact to which the telephone activity was related is lost.

    How can you add it back? please screenshot below

    custom-fields.png

  • Suggested answer
    ShaileshJain Profile Picture
    ShaileshJain on at
    RE: Add custom field in marketing activity templates (phonecall)

    Hi Natalia, I am not clear on the usecase here, the customized PhoneCall activity has a new field e.g. "MyScript". As these PhoneCall activities are created by the customer journey, what are you expecting to do?

    - if you want to populate this custom field "MyScript" based on some contact attribute dynamically for each contact that flows through the journey, it is not supported

    - you could instead just write a custom workflow to generate activity based on contact, and use this workflow as tile on the journey

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add custom field in marketing activity templates (phonecall)

    Hi Natalia,

    Please let me know whether your problem could be solved.

    Regards,

    Clofly

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add custom field in marketing activity templates (phonecall)

    Hi Natalia,

    Currently we couldn't map custom field in PhoneCall Template entity to corresponding custom field in PhoneCall entity in OOB way.

    From my test, a workaround would be below:

    PhoneCall subject field will be updated with the subject value in PhoneCall Template, 

    thus we can create a workflow which will be triggered when a PhoneCall record is created,

    check if the Subject filed equals specific value.(subject value in specific PhoneCall Template record),

    then update custom corresponding field with text content manually.(custom field value in pecific PhoneCall Template record).

    You can add more If Conditions if you have multiple phonecall template.

    That's the simplest situation if both of your custom fields type are single line text.

    Please let me know your custom fields type if the workaround would meet your requirement.

    Regards,

    Clofly

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