Predefined Calculation: CXM - Is user a member of an organisation

Summary

This formula determines whether a signed in customer is a member of a CXM organisation.

Setup

The formula requires integration with Jadu CXM to be configured. This can be done under Settings > Integrations > Jadu CXM.

Inputs

This formula requires no inputs.

Return values

Value Description
Yes If the customer is signed in, ad is a member of an organisation.
n/a When used on an internal form.
No Otherwise.

Note: return values are case sensitive

Formula Logic

  1. If the form is internal, the result is 'n/a'.

  2. If the customer is not signed in, the result is 'No'.

  3. If the customer is a member of an organisation, the result is 'Yes'.

  4. Otherwise, the result is 'No'

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