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Hi everyone,
1. step
Select existing Contact (if Contact doesnt exist allow user to create new)
2. step
Add Account (allow user to select Account related with previously selected Contact - or create new one if Account doesnt exist)
How can I do that? I used a subgrid in the form, but the records cannot be selected and the create button does not appear in the multistep form. The record I selected in the first step should appear as a full lookup (primay contact) field when I go to the second step.
#1
Fubar
69
Super User 2025 Season 1
#2
oliver.rodrigues
49
Most Valuable Professional
#3
Jon Unzueta
43
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