on 10-04-2016 8:44 PM
Hello all,
I have set up a code list restriction based on the Lead Object to set the default value for the Category field. If I create the lead from the Quick Create link on the left, the default is correctly determined and populated. If I create the Lead from within the Sales workcenter, it is also correctly determined and populated. However, if I attempted to create a new lead from the Leads tab within an Account, the default value is not populated in the Quick Create popup screen.
Any ideas why this might be happening?
Thanks in advance!
Lisa
Hi Lisa,
Can you try applying same rule and default values to Account Object in Code List Restrction?
If you still face problem, provide us current code list restriction configuration screenshot.
Regards,
Sanath
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