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Transitioning from Custom Fields to Custom Attributes on the Default Objects

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edited Oct 11, 2019 1:04PM in System Admin and Configuration 2 comments

Summary

Fields added to the standard objects via the object designer do not appear in business rules.

Content

We are looking at transitioning away from custom fields to custom objects. Overall custom objects are great and we have used them for several applications already. Custom objects can have their own business rules applied to their fields as well via the BUI rule editor which is very nice.

We appear to have found a gap in the functionality related to adding fields to the standard objects via the object designer and business rules though.

When fields are added directly to the standard (contact, incident, answer etc.) objects via the object designer they can not be used in business rules. This is an issue for us as we have several custom fields on the standard objects that trigger lots of business rules. If we move these fields from custom fields to attributes on the standard object using the object designer we can no longer use them in business rules. 

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