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1 Reply Latest reply: Nov 8, 2011 8:59 AM by Shilei G RSS

Specifying a default value for a picklist based on user role

895921 Newbie
Currently Being Moderated
Hi,

In the Oracle CRM On Demand help pages it is stated you can set a default value for a field based on roles. My problem is that I can't find in the help file how this is done.

Does anyone know the answer?

Thanks in advance
  • 1. Re: Specifying a default value for a picklist based on user role
    Shilei G Journeyer
    Currently Being Moderated
    This may be helpful.

    we set the default value of lead source with the following code.

    IIf( UserValue('<SubRegion>') <> 'a' and UserValue('<SubRegion>') <> 'b' , 'c', UserValue('<SubRegion>'))

    if we have the subregion field populated, we should be using:
    UserValue('<SubRegion>')

    We direct user to the correct lead screen with the value in subregion field on the user.

    instead of subregion, you could get the role with the same function. Hopefully, you don't have whole alot of roles.

    Cheers!

    Shilei G

    Edited by: Shilei G on Nov 8, 2011 11:55 AM

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