How to add a field on the Update Lead Detail form which is being sent to the customer from the Lead Record? : Satrang Technologies

How to add a field on the Update Lead Detail form which is being sent to the customer from the Lead Record? Print

Modified on: Sun, 13 Feb, 2022 at 11:32 AM

To display additional standard/custom fields on your form, you have to follow the step-1 to step-4 on the About Update Client Details tab.

Step-1: Configure Field Sets - In this step, add the fields you want to display in the form into the UpdateLeadFormFieldSet fieldset.

Step-2: Configure Intermediate Object - In this step, you need to create the same fields in the Lead Update object which you added in the UpdateLeadFormFieldSet fieldset of step-1.

Step-3: Mapping the fields of the Lead object and Lead Update object - In this step, you need to map the fields of the fieldset with the fields you created in step-2.

Step-4: Configure the Guest User Site -

Note - If you have already performed this step-4, you just need to go and provide the read, edit permissions to the newly added fields on the Lead Update object and the ones you added in the "UpdateLeadFormFieldSet" fieldset.

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How to add a field on the Update Lead Detail form which is being sent to the customer from the Lead Record? Print

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