Setting a default value for a field based on setting of another field in Cloud for Customer

[former_member523074]

Hi folks...

I have what should be a simple one, but I cannot seem to get the rule written properly.

I would like to have a category set for an Activity Task defaulted to a specific value when the subject of the task meets any one of 6 values.

For example if the description is either 'ABC Task' or 'XYZ Task' then set the category to "Category X"

I've been trying this using the rules editor in Cloud for Customer without success so I figured I'd try asking here.

Regards,

Mark

[former_member422907 · Accepted solution]

Hi,

The easiest way to achieve this is by using PDI coding.

Br,

Zoran