CASL requirements

Anonymous
Not applicable

CASL requirements

I have a casl requirement for text massage checkbox if it is not checked, it must report as "Opt Out" but when a lead does not check this it shows as blank is there a way to set the fields when text massaging" box is not selected, it will report as opt-out?

4 REPLIES 4
Josh_Hill13
Level 10 - Champion Alumni

Re: CASL requirements

Your field should be Opt In and you can force the Form to fill in TRUE or FALSE using some logic if the Form Is Filled out and Opt Out=Empty or F, then Opt Out=F

Now did you try filling out the form with blank - it should display FALSE in the system now.

Anonymous
Not applicable

Re: CASL requirements

how do I create the login form fields? When it is unchecked, it shows up as "blank" in the system, we need it to show blank = opt out

Josh_Hill13
Level 10 - Champion Alumni

Re: CASL requirements

Login fields? What does that have to do with this?

I usually use Yes/No/Blank string field to avoid this issue. But there's probably some javascript or even a workflow that can solve this.

If Form Filled Out and CASL IS NOT TRUE, then set to FALSE.

Anonymous
Not applicable

Re: CASL requirements

Hi Josh, thanks for your help I meant logic form fields.

How do I set Yes/No/Blank string fields to avoid this issue?