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Bind a Formula to a Field to Screen

Once you have defined a screening formula, tell PhoneTools to use it by selecting it against the phone field it governs.

The setting is held in the Formula Field field, API name pw_pss__FormulaField__c, on the Phone Number Field to Screen Custom Setting. It stores the API name of the field you choose. Manage it through the PhoneTools Administration tab rather than through Setup.

Selecting the Formula

  1. Open the App Launcher and select PhoneTools.
  2. Go to the PhoneTools Administration tab and stay on the Configuration tab.
  3. Find the phone field in the Phone-Field Configuration section and select Edit in the Action column.
  4. Make sure Enable Screening is ticked. Formula Field only appears once it is.
  5. Choose your formula from the Formula Field list.
  6. Select Save.

The formula you selected is then shown in the Formula Field column of the Phone-Field Configuration list, so you can see at a glance which fields are governed by a formula.

What Happens When You Save

Saving applies your selection to every phone field on the same object that has screening enabled, not only to the row you edited. The same is true of the three functional fields. Where the object has more than one phone field with screening enabled, PhoneTools asks you to confirm first and names the fields it is about to change. Where only one is enabled there is nothing else to apply the change to, so it saves without a prompt.

That is deliberate: the formula answers the question "does this record need screening?", which is a property of the record rather than of one phone field, so all of an object's screened numbers are treated consistently.

Phone fields on the same object that do not have screening enabled are left alone.

Removing a Formula

To stop using a formula, select Edit against the field, choose the blank entry at the top of the Formula Field list, and select Save. Every record with a number in that field is then screened again, so check that this is what you want before you save.

Note: When you add a new phone field to the configuration, PhoneTools may pre-select a Number field in Formula Field for you. If the object already has a formula configured you will get that one, which is usually what you want, but check the value before saving and clear it if the field should not be governed by a formula.

Checking That it Worked

Open a record that your formula excludes and look at the PhoneTools Lightning Component. Its numbers are shown as Excluded from screening rather than as unscreened, and they are left out of screening from that point on. See Phone Screening Statuses.

If the component is not on your record pages yet, see Add the PhoneTools Component to a Record Page.