How to manage custom fields in C4C Leads

[ligabue2017]

Hi Expert!

In C4C there are many fields within the LEADS configuration, how can they be managed? We need to apply rules to automatically fill in the fields, for example based on the business unit of the user who creates the LEADS. Do you have any indication that you can help us?

Thank you!

[arun02_12]

Hello ligabue2017,

These fields will only be available in the Quick create screen. These are nothing but Fields that will display your Custom party roles.

So once you assign a Custom party role to Header party elements, the field name will be replaced by the party role names.

Due to a limitation, the fields are displayed 10 times, so 30 fields for the 3 party elements.
You can configure the determination as you require in the Leads Fine-tuning and add the field to the screen.

Note that 1 of the 10 fields will be displayed in the UI and has to be identified by trial and error.

Best Regards,

Arun

[former_member226]

Hello,

You need to utilize PDI/SDK scripts in order to automatically select field values based on certain events. You can check Event-BeforeSave or Event-AfterModify at root of the XBO in order achive the same.