autopopulate phone number

Sahar_Kaizer
Tera Contributor

Hi,

I've created a record producer with the 'Caller' field mapped to the incident table, a 'Mobile Phone' field mapped to a user table field, and a 'Call Back' field mapped to a custom field 'u_call_back' in the incident table. I'd like the 'Call Back' field to be automatically populated with the phone number of the selected caller in the record producer. However, users should also have the option to modify this value. Can someone guide me on how to achieve this?

 

Sahar_Kaizer_0-1701607086065.jpeg

 

I tried to use default value but it populates the call back field with the current user logged in instead of the caller.

 

Thanks, 

Sahar

5 REPLIES 5

Unique45
Mega Sage

Hello @Sahar_Kaizer ,

You can achieve this using the Auto-populate tab present in your Call Back variable.

Please refer the below screenshot:

Pratiksha_PP_0-1701608714613.png

Set field present under Auto-populate tab as per your requirement.

 

If my answer is helpful to you then, kindly mark my answer as an accepted solution and give thumps up!

Thank you!

 

Please mark correct/helpful if this helps you!

I cant choose incisent table

Sahar_Kaizer_0-1701609773673.png

 

@Sahar_Kaizer 

Choose the User table in Reference field.

Pratiksha_PP_0-1701610749557.png

Please mark correct/helpful if this helps you!

palanikumar
Mega Sage

Hi,

Change Call back variable as reference to user table and try again.

Thank you,

Palani

Thank you,
Palani