Question:
What and how controls the value population of a custom picklist field for Child Calls when creating a group call and no custom automation exists for the Call object?
Answer:
Custom picklist field values for Child Calls are depending on three major things during the Call creation:
- the presence of zvod_Unique_Group_Activities_vod on the page layout
- the type of the Account (business or person)
- the presence of default picklist value (either on field- or Record Type level)
The following table contains the results of the different scenarios:
| zvod_Unique_Group_Activities_vod is on the layout | zvod_Unique_Group_Activities_vod is not on the layout | |
| Default picklist value exists | ||
| Person Account | Value is copied from Parent to Child Call | Value is copied from Parent to Child Call |
| Business Account | Default picklist value is set | Value is copied from Parent to Child Call |
| Default picklist value does not exist | ||
| Person Account | Value is copied from Parent to Child Call | Value is copied from Parent to Child Call |
| Business Account | Custom picklist will be empty on Child Call, independently from Parent Call | Value is copied from Parent to Child Call |
Related Documentation:
n/a