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We are trying to modify our CRM_NewActivity screen and would like to display the current value of the dropdown field "CreatedBy" within the Activity table. However, the CreatedBy field does not appear in the "Add Fields" list within the Toolbox area. In fact, I only see text fields and checkboxes listed. Under Add Objects, I see that there is a dropdown object item available there, but my understanding (correct me if I am wrong) is that dropdown objects are different from fields. I tried adding a dropdown object that is linked to the "Activity" table and "CreatedBy" field, but nothing displays.

Thanks in advance for any help.

-Jason

Hi Jason

The reason you arent seeing the CreatedBy field in the Toolbox on your CRM_NewActivity screen is because its actually already on the screen by default. It is Located under the Additional Info section of the screen. By default, this field is Read-Only, and will be populated with the Username of the Currently Logged in User once the Activity has been saved. If you create a new activity, Navigate back to the Activities list, and then open and edit your Activity, You will find that the Created By field will be populated.

If you were wanting to manually set who the Activity is Assigned to, You can set turn off the "Read only" option of this field by customizing this screen, Navigating to the Created By field and clicking on Edit.

On Step 1 of 6: Dropdown Field Properties for field CreatedBy you will see an Advanced Options (click to show) button. Click on this and Uncheck the box beside Read Only: do not allow editing

When you publish this screen, you will then find that you are able to select from a dropdown list of your current users.

Thanks Jason!

Regards,

Ah I see it...  thanks. So is there no way to have a field appear in more than one place on a screen? Or will I have to remove it from that hidden section before I can place it somewhere else?

Hi Jason

You can Display the information contained in this field as many times as you want on this screen. But Keep in mind only the information that is in the actual Field itself will be saved to the table.

If you want to have the information displayed on more than one object, you could set an Action on Text Change of the CreatedBy dropdown which enters values into a Textbox or Label object you add to the screen. The Action you would bee looking for is called Enter Value into field on Screen.

Regards,

Ah, OK. What if I 've set the field to read-only and the user can't change it? Is the Text Change event triggered only when a user changes the text, or will it trigger if it is populated by a script too?

Tried using the recommended approach and it does not populate the value on the screen if you're just viewing it, since nothing has changed. Since I placed the duplicate field where the original one was (in the Additional Info screen), I added the action to the Click event on the "Show additional info?" checkbox, and it works just fine.

Thanks.

Hi Jason,

In the scenario you are describing in might be best to put the action on the OnScreenLoad event on the screen level. You can do this by navigating to the Advanced settings in the top left  hand corner of the customize screen.

Regards,

Good to know! Thanks for your help.