CRM On Demand - Administration (MOSC)

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Default value on Contact Type

edited Mar 11, 2015 6:25PM in CRM On Demand - Administration (MOSC) 1 commentAnswered ✓

     Hi,

I'm trying to set a default value on the Contact Type so that when a new contact is created the person who initiated the create's details are looked up in the User object.

if a custom field (Channel) is of a certain value, then I want the default value to be set to one value otherwise I want it to go to something else.

This is the expression I used, which is giving me an error:

IIf(JoinFieldValue('<User>',[<UserSignInId>],'<plChannel_ITAG>')='FIG FIELD SALES',"Broker","Contact")    

Is there a better way to do this?

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