In some cases, you can apply a custom segment to two record types that have a relationship with each other. In these situations, you may want the segment value on one record to populate with the value selected on the other.
To create dynamic default logic for a custom segment:
- Edit the custom segment.
- Click the Application & Sourcing subtab.
- Go to the subtab that represents the group or record type for which you want to configure dynamic defaulting. For example, to configure a default for transaction types, click the Transactions subtab. If you want to configure a default for one of the record types listed on the Other Record Types or Custom Record Types subtab, click one of those subtabs.
- Set the Source List field to the appropriate value. The choices in this list each represent a field on the target record type, which is used to identify another record.
- Click Save.