Adding triggers to display value in Responsible field

You may add triggers to the Responsible field to always have a value when loading the Account dialog.

See how to add a trigger in Defining a trigger.

  1. Select System configuration > Dialog design > Triggers.
  2. Under Triggers table, click New.
  3. Specify this information:
    Event
    Select onload from the list of events.
    Operator
    Select or from the list of operators.
  4. Under Condition table, click New.
  5. Specify this information:
    Column
    Select Account.Responsible.
    Operator
    Select isnull.
    Value
    Keep this field blank.
  6. Click New to add the second condition.
  7. Specify this information:
    Column
    Select Account.Responsible.
    Operator
    Select equal.
    Value
    Keep this field blank.
  8. Under Setter table, click New.
  9. Specify this information:
    Type
    Select column.
    Name
    Select Account.Responsible.
    True action
    Select setValue.
    False action
    Select none.
    Value
    Specify [CRMUser.UserAlias].
  10. Click Save.