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Re: Set default check mark in Individual customer form

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Vincent,

 

Your approach id good but somehow it it won't be effective due to unavailability of role field in ( field update option ).

 

If role field available in field update action then you could have set the workflow as:

 

Description: Set Default Prospect for Individual Customer

Business Object: Individual Customer

Timing: On create

Define Condition: If role field is not equal to Prospect

Action: Field Update

           Role  = Prospect  ( But Role field is not available in the field update action so you won't be able                                         to use the workflow to set the Prospect )

 

You should go with SDK development to set the role as Prospect for Individual customer.

 

Regards,

~anil


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