Hey Community I'm trying to implement a use case where the visibility of a particular stage in the DCM flow bar can be manipulated. I did observe that the Qualify status object ( which has a link to lead) has a column called IsDisplayed . How does this work ? (Is it only for setting the values in the flow bar or can the visibility be dynamically controlled as well ?). I'm looking to implement this in a custom section.
Hey , Let’s say you have a stage lookup, a custom section (e.g. Product), a related configuration section (e.g. Product Config), and a detail (Stage Config) inside the Product section that maps which stages apply to each product.
For example:
Product A is configured with Stages 1, 2, and 3
Product B has Stages 1, 2, 3, and 4
So when a user is working with Product A, the DCM (progress flow bar) should not display Stage 4
I was looking at the documentation for creating business rules on the mobile app looking for a solution to set a business rule where a detailed is displayed once a task is completed. for example, in leads there is a task to qualify the lead once completed then a new tab with a detail populates. Is this possible with the custom business rule method?
I want to prevent users from creating duplicate contact records. Is there a built-in way to restrict or detect duplicates based on fields like name, email, or phone number? Also, can we customize the duplicate check criteria?
Thankyou for this marketplace app, i have a follow up question, will this work on those contacts too that will be creating automatically from landing pages or webforms.
I'm trying to set up a business rule that depends on the values selected in a multiselect field, but I can't find an option to use it directly in the business rules section. Is there a way to reference or work with multiselect fields in business rules? Any help or workaround would be appreciated.
We have an email with over 180,000 recipients. We would like to throttle this in parameters to send 20,000 emails a day. However, the "delay between emails" is confusing. What would be the best way to set up the parameters to achieve sending 20,000 emails per day beginning at 7:00 AM? Thanks in advance.
