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How to link contact option set value to data source

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Posted on by 181

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

Data-Source-Values-_2800_2_29005F00_LI.jpg

Contact-Values-_2800_2_29005F00_LI.jpg

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How to link contact option set value to data source

    Hi,

    It's great to hear that.

    Thanks for your sharing!

  • Sol007 Profile Picture
    Sol007 181 on at
    RE: How to link contact option set value to data source

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

  • Sol007 Profile Picture
    Sol007 181 on at
    RE: How to link contact option set value to data source

    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)?

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How to link contact option set value to data source

    Hi,

    It can be achieved with Business Rules. 

    1. Open the Contact entity to create the business rule, and then double-click Business Rules.
      pastedimage1652412589149v1.png
    2. Set Condition and Action.
      pastedimage1652412601478v2.png

    Here is the test result.

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

     pastedimage1652412617409v3.png

  • Sol007 Profile Picture
    Sol007 181 on at
    RE: How to link contact option set value to data source

    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

  • Nya Profile Picture
    Nya 29,058 on at
    RE: How to link contact option set value to data source

    Hi,

    Would you please provide more details about the two fields?

    Are they custom ones?

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