How to default a specific country on the territory selector for the Phone Number (E164) field type?

[farah]

Can someone please share an example for "How to default a specific country on the territory selector for the Phone Number (E164) field type?"   Thanks.

[solonxu]

Can anyone help?

[jwawa]

Hi Farah, did you ever find a solution to your question?

[jwawa]

So following up on this, the default Phone Territory on E164 fields is determined based on the current user's Location (in their sys_user record).

If a Location is set for the current user, then any time a form is loaded that has an E164 phone field on it, the system will check the user's Location record to see if the Phone Territory has been set.  If not, it will check that Location's Parent record for a Phone Territory field.  It will continue checking each Location's parent until it finds a record that has a Phone Territory set or it runs out of parents to check.  If it never finds a record with a Phone Territory, then it will default the E164 field to a Phone Territory of Other/Unknown.

A few things to note:

1. To view or set a user's Location, you can open their sys_user record, and then switch to the "Business Card" view. (You could also just personalize the Users list, and add the Location column.)
2. If you change a user's Location, the default Phone Territory won't be reflected until after that user has logged out and back in.
3. Out of the box, the Locations table is not fully populated or configured. It's up to your admin team to ensure it is.  For instance...
4. • not all of the 50 US states are represented (e.g. Alaska, New Mexico, etc. are missing).
   • state records that are present are created with incorrectly (e.g. if you open the Oregon record, it shows its name as Oregon, with a City value of Oregon and nothing for State).
   • the hierarchies are not fully built out (e.g. Utah has a Parent of North America whereas it should probably have a Parent of United States/USA, which in turn should have a Parent of North America).
   • neither the Parent or Phone Territory fields are automatically populated when you create a new Location. (e.g. if you create the missing Alaska record, and save it, neither the Parent or Phone Territory fields will be populated unless you manually do so)
   • All of these things work together and need to be configured for the Phone Territory to default properly based on the current user's location.

Hope that all made sense.

[Mike W_]

Ah, I've been searching for this, thank you!