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Using Phone Assistant

Phone Assistant loads configured phone fields that have a value on the record, validates each against its field rule, and groups the results.

How results are grouped

Section titled “How results are grouped”

Up to three sections can appear on the same record (in this order):

  1. Valid Phone Numbers
  2. Invalid Phone Numbers
  3. Needs Region

Blank configured fields are omitted. When every configured phone field is empty, see Empty state.

Valid

Section titled “Valid”

Already formatted

Section titled “Already formatted”

When the stored value already matches the configured save format, the row appears under Valid with parse pills but no Save button.

Phone Assistant card with a valid E164 phone value already stored and no Save button

Preferred format and Save

Section titled “Preferred format and Save”

When formatting is enabled and the stored value differs from the preferred format, the card shows Preferred format: with the target value and a Save button for users with edit access on that field. Save writes only that phone field. Users without edit access still see validation results; Save is hidden.

Phone Assistant card with Preferred format message and Save button on a valid phone row

Enrichment pills

Section titled “Enrichment pills”

On valid numbers, pills can include region (flag), country calling code, number type, carrier, time zone, and geocoding text. Which pills appear follows field rules and optional App Builder overrides (carrier / location / time zone display).

Phone Assistant card with carrier, time zone, and geocoding enrichment pills on a valid phone row

Invalid

Section titled “Invalid”

Invalid rows show the stored value, optional partial parse pills, and a short reason (for example Too Short). Fix the value on the standard record layout, then Refresh.

Phone Assistant card with an invalid Mobile row and validation reason

Needs region

Section titled “Needs region”

Local numbers without country context stay in Needs Region until a country is chosen. When any row needs a country, a hint appears at the top of the card: Select a country on each unresolved number to validate it.

Open the searchable Country control, pick a country, and validation re-runs immediately. The row moves to Valid or Invalid based on the result.

Phone Assistant card with Needs Region row and country search picker filtered to one result

Read-only access

Section titled “Read-only access”

Users without edit access on a phone field still see validation results; Save is hidden.

Refresh

Section titled “Refresh”

Header Refresh reloads field values from the record after inline edits elsewhere on the page.

Empty state

Section titled “Empty state”

When every configured phone field on the record is blank:

Empty state when no configured phone fields have values

Configuration: Key concepts, field rules.

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