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
Configurationtab. - Select
Editnext 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.
