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[C4C] Code List Restriction for Manual Creation

tokgozatakan
Participant
0 Kudos

We are creating leads from different applications and we'd like to restrict the source field only for the creation screen so the users will not choose those specific fields during manual lead creation.

When we apply code list restriction, we receive code list restriction error also in detail screen for leads created from other applications.

Is there a way to only restrict the creation screen/manual creation?

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abimanyu_g
Participant
0 Kudos

Hi tokgozatakan,

Your requirement is "when a sales person creating a lead using lead creation screen(manual creation), they only need to select particular list values." Right?

Then consider the below solution,

  1. In lead creation screen, create one new KUT field called 'Manual Creation' with type 'Indicator'.
  2. And now in Code List Restriction, restrict the Source value with an extension field 'Manual Creation'.
  3. If 'Yes', then hide the Source value from.
  4. But the thing is user has to select this 'Manual Creation' field as 'Yes' or assign a default value rule in adaption mode for this field.

Try it and confirm on the same please. Kindly upvote if this worked for you.

Best Regards,