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Make a system dependent

Note

Prerequisite: Share a field from another target system.

  1. For the dependent system, Edit a target system.

  2. Go to the Account tab.

  3. Under Use Account Data From Systems, click Edit.

    2022-05-06_12-57-14.png
  4. In the dialog box, select the target system whose shared fields you want to access.

    2022-05-06_13-00-45.png
  5. Click Add.

  6. Close the dialog box.

  7. The target system is now listed under the dependent system's Use Account Data From Systems pane.

    2022-05-06_13-05-02.png

You can now use the shared fields in the dependent system. There are two ways to do so: Use shared fields in a dependent system or Use shared fields in notifications.