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Topics#Data ManagementPergunta de Robert Meier
Robert Meier (Opportunity Enterprises Inc.) perguntou em #Data Management
30 de mai. de 2017, 20:40

Autofill a text box unless changed

I am looking to find a way that will autofill a text box based on the formal greeting field. However, if I manually change it to something else, I don't want the formal greeting to override what was manually entered. For example, if the account is for a Mr Jon & Mrs. Jane Doe that is what would appear in the formal greeting box, I want to to autofill in the recognize as field. However, let's say they would rather be recognized as The Doe Family, I would like to be able to manually change it without having the formal greeting overwriting my manual changes dfown the road.
5 respostas
  1. Robert Meier (Opportunity Enterprises Inc.)
    3 de jul. de 2017, 14:19
    We tried doing the process builder and it's not performing correctly. It will autofill the "recognized as" field pulling from the "formal Greeting" field. However, if I attempt to make any sort of manual change to the "recognize as" field it will not recogjhize it and it reverts back to using the "formal greeting" field.
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