Hi,
We were looking at setting up an anonymous multistep form where an end user provides their contact information in the first step and then provides their Account information in the second step. We would like to populate the parentcustomerid on the Contact table when the account information is saved.
We built the multistep form as follows -
Both the form steps are in insert mode. For the Second Step, we added the following configurations -
But, even with this configuration, the relationship between the Contact and Account record is not created when we submit the form. For the Contact record we need to see the Account Information in the Company Name column as per the relationship but this is not happening.
But, if we modify the config slightly as below -
then this config populates the contact record as the primary contact on the Account record, but we want the reverse i.e. Account association to the Contact record.
Hope someone can help with this.
