PhoneTools: Bind the formula to a Field to Screen setting

Configure the setting

We’ve now created a formula field containing the containing the conditions for screening a record, and we should also now have our phone fields configured in the Fields to Screen settings.

To add the formula field to a Field to Screen setting:

  • Go to App Launcher | PhoneTools Administration.
  • Navigate to the Configuration tab.
  • Select Edit next to one of the Fields to Screen rows where the formula should be applied.
  • Search and select the formula under Formula Field.
  • Press Save.

When the setting has been saved, the formula value will be updated for any configured phone field on the same object that is enabled for screening.

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