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Sourcing and Filtering
I've been trying to get the sourcing and filtering to work as the help file suggests, but for some reason I'm not returning any values. I am attempting to source from a field on a custom record, and have a value of a field on that custom record appear in a custom field on a contact record. I'm assuming (may be my mistake here) that this is what sourcing and filtering is used for.
Here's what I have:
Field - Ref List
type=list
list/record=custom record A (the custom record I am referencing)
store value=F
Field - Score
0