Custom Sources

[Michael Sharp]

Might sound like an “out there” request and likely technical reasons why not, but I’d like to overwrite the Source field in the DB with two custom ones - Telephone and WalkUp. 
 

I’m trying to target users using these sources to queue jump to eventually push them into the portal for non urgent requests. 
 

Currently I’m just writing to a custom field to capture this info but obviously I then need to combine reports (unless I branch and custom input text based on the other standard sources).

Is there a better way?

 

Mike.

 

[Martyn Houghton]

@Michael Sharp

We use custom values in the standard source field to give use more detailed information. As below we use a custom form and then a update in the BPM to set the value.

We use a simple list to provide the options to analyst when it get logged.

Cheers

Martyn