Activity field when mail merged with a masked lead field
Hi Team,
We have observed a behaviour when a masked field is being mail merged using a dynamic form to an unmasked field, the value being mail merged is "xxxxx" and not the actual value.
Example:
Lets say we have a Lead field called "Track_ID" which is masked for all the users. We also have a activity field with the same name "Track_ID", but user have access to this field.
In the dynamic form submission, with help of rules we make the Activity field "Track_ID" as read only. Then mail merge the Lead field "Track_ID" with Activity field "Track_ID".
When a sales user try to submit the form, it will mail merge "xxxx" as user does not have access to the Lead field.
However, for admin user the value should reflect correctly.
Related Articles
Getting an error while creating an activity
Issue: Getting an error while creating a custom activity - Cannot add or update a child row: a foreign key constraint fails (`internalsq32_mxradon`.`CustomObjectProspectActivity_Base`, CONSTRAINT `FK_COPAB_RelatedCustomObjectId` FOREIGN KEY ...
None of the activity type is visible in seira report for users
Scenario: Sales user was unable to access the activities in the seira report filter, but it was visible in the other standard report. Root Cause: Developer team has confirmed that the issue is happening as SIERA permission templates do not apply on ...