Custom Values VALUES updated through snapshot
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Martin Towers
It would be good to be able to send the VALUES of custom values through a snapshot. currently when custom values are loaded through a snapshot, you still have to go through to the location and then populate it with the values. in my use case the values are the same for every customer. I currently do this using some very advanced code and the API, but would be good if it was just a built in feature.
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D
Derick Fortin
Need this badly. Such an unnecessary manual task every time we onboard a new client where I have to copy and paste like 20 values.
One thing I ended up doing is building a workflow with a bunch of "update custom value" actions that fills in all the values that I need filled, I then just create a temporary contact and put it through the workflow so it populates all those custom values.
Problem is, somethings I want in there like {{contact.id}} or any contact fields or custom fields just end up pulling from my test contact, when what I really want is the actual toke itself.
I have a contact record custom value that I want the value to be /v2/location/{{location.id}}/contacts/detail/{{contact.id}} - but what ends up happening is the contact id gets pulled from my test contact.
Easy solution here - allow us to save the values in the snapshot.
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Morten Wolter Andersen
Yes please!
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Jithin Sujala - DaMarTech
Yes please
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Nate Freedman
This really needs to happen!