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‎05-30-2016 03:44 AM
My requirement is "When Create New Incident is clicked and the created member is not a member of a Service Desk, the Contact Type should default to Self-Service, else to 'Phone'.
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User Interface (UI)

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‎05-30-2016 06:59 AM
If they are allowed to pick anything, then I would recommend the business rule. The user experience would look something like this.
- Any user enters the form (service desk or anyone else.)
- They fill out the form including the contact type.
- No matter what they pick, if they are service desk, it gets set to self-service when the record is created. If not, they are set to phone. This is the business rule I wrote above. It does not apply to users with admin role. They stay with what they picked.
- If they like, they can go back and change it later as the business rule doesn't apply to 'update' operations, only insert.

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‎05-30-2016 06:48 AM
If it can be done with a client script (removing options and setting default values) then do it that way as the user doesn't pick one thing and get another (from the business rule.)
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‎05-30-2016 06:52 AM
User can pick any choice on requirement, hence it cannot be read-only.
And is this possible from Client scripting ?
If my response proves useful, please mark it "Accept as Solution" and "Helpful". This action benefits both the community and me.

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‎05-30-2016 06:59 AM
If they are allowed to pick anything, then I would recommend the business rule. The user experience would look something like this.
- Any user enters the form (service desk or anyone else.)
- They fill out the form including the contact type.
- No matter what they pick, if they are service desk, it gets set to self-service when the record is created. If not, they are set to phone. This is the business rule I wrote above. It does not apply to users with admin role. They stay with what they picked.
- If they like, they can go back and change it later as the business rule doesn't apply to 'update' operations, only insert.
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‎05-30-2016 07:01 AM
Thanks for the description, let me try and verify. Will get back to you. 🙂
If my response proves useful, please mark it "Accept as Solution" and "Helpful". This action benefits both the community and me.