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Rule - Set several CF based on Customer

This rule updates several custom fields based on the selected Customer and the JSON object pasted in to the 'JSON Object' parameter.
This rule requires that all custom fields being updated are of the type "Text". 

 

NOTE: This rule takes in a JSON object as its parameter and the JSON should follow the below format:

{
  "dcTrack Customer Name 1": {
    "Custom Field Name 1": "Custom Field Value 1",
    "Custom Field Name 2": "Custom Field Value 2",
    "Custom Field Name 3": "Custom Field Value 3"
  },
  "dcTrack Customer Name 2": {
    "Custom Field Name 1": "Custom Field Value 1",
    "Custom Field Name 2": "Custom Field Value 2",
    "Custom Field Name 3": "Custom Field Value 3"
  }

}


Version: V3 (dcTrack v.9.3.0)

Additional Info

  • Category: Item Custom Fields
  • Use Case: We need a way to easily set customer contact information based on the asset's assigned customer.
  • Date Created: Tuesday, 30 December 2025