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• And more!
Check out this thread to learn more!
Sourcing with Custom Records
hi
as described in help topic "Sourcing with Custom Records" the sourcing is not working. may i am doing some thing wrong
We have created a custom field on the standard "Subsidiary" record called "xxTerritory"
updated the xxTerritory for all existing subsidiaries on the standard subsidiary record.
Created a new record type which also has the xxTerritory fof type "free form text" ield and and one more field called "drv_subsidiary" to hold the subsidiary sourced from standard subsidiary record. using the steps mentioned on the help topic.
i am unable to chooise the related fields on the "Sourcing & Filtering" tab
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