
Announcements
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.