lead name as the default call name when scheduling

[livewire]

hi

is it possible to set the lead name as the call name by default.. currently when scheduling a call i have to enter a name, but i want to automatically fill the lead name as the call name field..

is it possible to do?

[Maximus]

Hello,
The easiest way is to set Formula for the Call:

ifThen(
    entity\isNew() && parentType == 'Lead',
    name = parentName
);

This formula works only for a new Call. Also, check whether the Call's name field is not required, so it can be left blank upon creation.

[livewire]

Hi

Even though i add that code, the name field doesn't automatically fill in

[Maximus]

Please notice that this formula will be executed only if you creating a new Call record and the Call parent filed will be assigned to some Lead.

[livewire]

yep.. even when i try to create a new call, on the call list the name goes as NONE does save the lead name

[livewire]

maybe the parentName value is incorrect?

[item]

Hello,
without screenshoot is hard to find.
i think what you will can be done by : dynamic-handler

https://docs.espocrm.com/development/dynamic-handler/

search post by telecastg .. he have give solution for me

[Maximus]

> maybe the parentName value is incorrect?

I doubt. This is the standard field.
Did you select a Lead before press the Save button?

[livewire]

> maybe the parentName value is incorrect?

I doubt. This is the standard field.
Did you select a Lead before press the Save button?

yes.. lead is selected by default.. Its very odd

[livewire]

Please check this screenshot

[Maximus]

So do you expect that the `name` field will be automatically filled on the view you provided on the screenshot?
The formula will change the `name` field value right after you fire the Save button.
If you want to see this change live on the view you provided, you need to develop your own custom view or try to achieve this with the dynamic-handler like item suggested above https://docs.espocrm.com/development/dynamic-handler/.