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Ability to Link/Replicate Owner Field to Associated Team Field

Posted on 27 Jun 2022 07:50:24 by 70

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.

Owner-Field.PNG

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

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on 02 Jul 2022 at 09:12:27
    RE: Ability to Link/Replicate Owner Field to Associated Team Field

    Hi,

    What do you mean by Associated Team field ?

    You can add subgrid on the form to show Owner related teams.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,525 Super User 2024 Season 1 on 27 Jun 2022 at 12:50:17
    RE: Ability to Link/Replicate Owner Field to Associated Team Field

    Can you elaborate your requirement more?

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