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Call To not populating on phone call when creating from opportunity

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Posted on by 5

I created a new form for the opportunity entity for a custom model driven app.

When I create a new Phone Call through the timeline component using this form the "Call To" field is left blank.  I've toggled between main form and quick create for the phone call and both behave the same.

If I use the existing form to create the call, this field is populated correctly.

Does anyone know what configuration I'm missing?

  • Tom Guilbault Profile Picture
    Tom Guilbault 5 on at
    RE: Call To not populating on phone call when creating from opportunity

    We had removed those field from the process flow since we made mandatory to create an opportunity directly from a contact.   The 'Customer' field was visible and getting set correctly.  After exposing the 'Account' and 'Contact' fields directly, it started working.  

    I tested, and that is the requirement, either on the main form or in the process flow.

  • Verified answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Call To not populating on phone call when creating from opportunity

    Hi Tom Guilbault,

    Did you set the value of these fields?

    1. Identify Contact/Account:

    pastedimage1667984500239v1.png

    2. Potential Customer:

    pastedimage1667984652675v2.png

    If no, please fill these fields then retry.

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