Thursday, October 18, 2018

Create Custom Record Fields that Displays Information About The Record Owner


If the Show Owner On Record setting is enabled for a custom record type, information about the record's owner, e.g. Phone Number, Email, Job Title, etc., can be displayed in each record through a custom field.

Follow the steps below to create a custom field that sources the record owner's phone number:

1. Navigate to Customization > Lists, Records, & Fields > Record Types.
2. Select the record type in question.
3. Under Fields tab, click New Field.
4. Provide a label.
5. Set Type to Phone Number.
6. Unmark the Store Value checkbox.
7. Under Validation & Defaulting tab, insert {owner.phone} in the Default Value field.
8. Mark the Formula checkbox.
9. Click Save.

Below are the Field Types and Field IDs to be used for some other fields:

Email Address
  Type = Email Address
  Default Value = {owner.email}

 Job Title
  Type = Free-Form Text
  Default Value = {owner.title}

Supervisor
  Type = Free-Form Text
  Default Value = {owner.supervisor}

Note: The custom fields will show 'Error: Field Not Found' until the new custom record value is saved. Technically, a custom record doesn't have an owner until it is saved in the system.

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