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Good Morning,
I am looking to link the owner field to a team field on CRM.
I am aware that we can create a business rule to apply this but ideally, we would like the field to be pre-populated/defined when the user creates a new record.
As per screenshot below, we have the owner set to the agent/user who created the record.
Is it possible to mirror the owner field on the form and entity or do we need to create a connection for this to work ?
Kind Regards
Sanjiv Kumar
Hi,
What do you mean by Associated Team field ?
You can add subgrid on the form to show Owner related teams.
Can you elaborate your requirement more?
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