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.
Back to the PhoneTools (v2.4 onwards) installation walkthrough