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Accessing UDF Values in Business Events


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I started using user defined fields instead of creating data fields in my customization project.  I created about 20 fields and added them to the Contacts form.  I don’t want to see them on the UDF tab that gets automatically generated, so I made them all Hidden.  Then, I went into my customization and added them to a new tab I created.  Everything works so far.  I also recently started working on creating Business Events.  I want to be able to check for value changes in one of my UDFs.  But I don’t see the fields on the Trigger Conditions options.  Is there something I need to do so I can use those fields in my trigger logic? 

Best answer by jwilliams24

I would first make sure the “Hidden” option isn’t keeping these from showing up.  I have tried to update a UDF field via a Business Event/Import Scenario and was told that this does not work.  It is possible that they are not visible visible for the same reason.  Also, what version are you trying this on?  It may be resolved in the current release/build.

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4 replies

  • Freshman II
  • 3 replies
  • Answer
  • July 13, 2021

I would first make sure the “Hidden” option isn’t keeping these from showing up.  I have tried to update a UDF field via a Business Event/Import Scenario and was told that this does not work.  It is possible that they are not visible visible for the same reason.  Also, what version are you trying this on?  It may be resolved in the current release/build.


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  • Semi-Pro I
  • 715 replies
  • July 13, 2021

Hi @PRapnikas  and @jwilliams24 , Can I get a screenshot of the User Defined Fields add to the Contacts.

 


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  • Author
  • Freshman II
  • 12 replies
  • July 19, 2021

Yes, I did try and “un-hide” them and I got the same results.  I ended up going a different route.


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  • Semi-Pro I
  • 715 replies
  • July 19, 2021

Hi @PRapnikas Thanks for the update.


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