Hello,
We need to configure the Event field in the Lead object to be automatically prefilled for users in the mobile application. Since different managers are assigned to different events, the value should be dynamically calculated based on the specific user and prepopulated in the field.
Please note that this functionality should only apply to the mobile app and not the web version.
What would be the best approach to achieve this?
Thank you!
Vladimir
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Hello,
You can try setting up a business rule in the mobile application to achieve the required functionality. Business rules allow you to dynamically populate the value for the Event field in the Lead object based on the specific user.
For guidance on how to create and implement business rules in the mobile app, refer to the following articles:
Mobile app business rules.
Custom business rules of the mobile application.
Alternatively, you can design a business process to achieve the same goal. A business process can calculate the appropriate value for the Event field and populate it when a record is created or updated in the mobile app.
More information regarding business processes is available here:
BPM tools.
Best regards,
Antonii.
Antonii Viazovskyi,
thank you for your answer.
Seems, it works only for Classic UI, but doesn't work for Freedom UI. We have tried to switch this checkbox on and off and found that.