on 07-28-2020 11:40 AM
Dear Team,
For one of our requirement , I have added 3 KUT field in Opportunity overview page. Now under opportunity i have Sales team tab ,i want to move sales team data (name) to KUT field based on condition on field role.
For exp. 1) If sales team role is sales employee 1 then it should go to KUT field 1.
2) If sales team role is CRM associate then it should go to KUT field 2.
3) If sales team role is Employee responsible then it should go to KUT field 3.
Please find below sales team data screen shot . KUT Field available on opportunity overview page and i have added these KUT fields in data source and business object as well. just need to populate the data into KUT Fields.
Thanks and Regards,
Madhuri Dubey.
Hi,
In order to achieve your requirement, you need to write a small logic in PDI which will evaluate your conditions and copy the value from Opportunity-->SalesTeamParty association to your KUT fields. This logic can be written in either Root->BeforeSave OR Party->AfterModify based on your business need.
Note: Since you have created fields using KUT you will need to first enable them for PDI usage using "References to customer-specific fields" in PDI.
BR
Saurabh
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While copy of data cannot be achieved in the UI via KUT , you can refer to the blog below to get an idea on how you can achieve this via PDI, and implement a similar one on the standard BO for the related KUT fields.
How to Implement Copy or CreateWithReference functionality
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HI Prasanth,
I think Copy action is not required for my scenario. I can write my code directly in after modify method as Saurabh also suggested same.
I just need to use KUT field in PDI...and pass standard field value to KUT field then...For these 2 scenario what would the steps in PDI. Could you please suggest for it...Thank you!!
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