Question
Editable picklist fields on C360 page?
I opened a support ticket on this, but posting here is well in case I can get a quicker answer.
I have a new field that we created on the Customer Info object that is to be a picklist with one of two options.
This purpose of the field is to serve as a toggle switch, essentially, that gives our CSMs some control over the CTAs that will get triggered based on the customer engagement model. We would have rules in place that say "If FieldX is set to A, trigger this workflow. If FieldX is set to B, trigger this other workflow."
In order for this to work, I need the field to be editable by the CSM.
Under C360 Sections in Administration, I added this field to the Attributes section (I wish we could have editable fields in Summary) however when I click the field settings, the Editable field is unclickable.
How can I enable this field so that it can be edited by an end user? This is a very important issue for me as the new engagement model we are developing hinges on having this (and some other) editable picklist fields available to CSMs.
I have a new field that we created on the Customer Info object that is to be a picklist with one of two options.
This purpose of the field is to serve as a toggle switch, essentially, that gives our CSMs some control over the CTAs that will get triggered based on the customer engagement model. We would have rules in place that say "If FieldX is set to A, trigger this workflow. If FieldX is set to B, trigger this other workflow."
In order for this to work, I need the field to be editable by the CSM.
Under C360 Sections in Administration, I added this field to the Attributes section (I wish we could have editable fields in Summary) however when I click the field settings, the Editable field is unclickable.
How can I enable this field so that it can be edited by an end user? This is a very important issue for me as the new engagement model we are developing hinges on having this (and some other) editable picklist fields available to CSMs.