How to link contact option set value to data source

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Posted on by Sol007

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Hi community,

I am trying to achieve a workaround for when a user selects a contact type (option set field) value manually it defaults (populates) the marketing data source field with the option user added. Could some please guide me if this is achievable without coding. See screenshots below. Thanks in advance

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Nya 29,060 on at

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Hi,

Would you please provide more details about the two fields?

Are they custom ones?

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Sol007 187 on at

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Hi Nya

Sure, both fields are custom. The scenario is when the user clicks to create a new contact record then the data source field on the form should populate with a option set value 'user added'? Will this be js code? Thank you

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Nya 29,060 on at

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Hi,

It can be achieved with Business Rules.

Open the Contact entity to create the business rule, and then double-click Business Rules.

Set Condition and Action.

Here is the test result.

When I choose "populates" in the Contact Type, the Data Source field will automatically select "user added".

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Sol007 187 on at

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Hi,

Thanks but the scenario is when a user clicks to create a new record the data source field should be populated with option set value (user added)?

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Sol007 187 on at

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Figured it out through js code using syntax: formContext.u.i.getFormType();

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Nya 29,060 on at

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Hi,

It's great to hear that.

Thanks for your sharing!

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